+5,132.6%
BEN vs RRC
+1,511.7%
+3,620.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.1% |
| 7D | +7.2% | -0.5% | +7.6% | +7.2% |
| 30D | +14.1% | +25.2% | -11.1% | +10.5% |
| 3M | +9.9% | +27.8% | -17.9% | +6.0% |
| 6M | +17.4% | +27.2% | -9.8% | +13.1% |
| YTD | +57.3% | +48.2% | +9.1% | +48.0% |
| 1Y | +66.9% | +34.7% | +32.2% | +58.9% |
| 3Y | +85.7% | +62.2% | +23.4% | +70.6% |
| 5Y | +31.2% | +130.9% | -99.7% | +12.0% |
| 10Y | +61.0% | +73.4% | -12.4% | +26.4% |
| All | +5,132.6% | +1,511.7% | +3,620.8% | +3,570.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded RRC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling