+4,844.3%
BEN vs RRX
+3,925.9%
+918.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.8% | -0.5% |
| 7D | +4.7% | +4.3% | +0.4% | +2.8% |
| 30D | +2.6% | -8.0% | +10.6% | +6.2% |
| 3M | +11.5% | -22.0% | +33.5% | +21.8% |
| 6M | +35.3% | -11.9% | +47.2% | +37.8% |
| YTD | +48.6% | +17.1% | +31.5% | +31.6% |
| 1Y | +46.7% | +14.9% | +31.8% | +29.6% |
| 3Y | +57.0% | +6.9% | +50.1% | +34.9% |
| 5Y | +41.8% | +19.6% | +22.3% | +14.1% |
| 10Y | +55.2% | +215.9% | -160.7% | -20.1% |
| All | +4,844.3% | +3,925.9% | +918.4% | +1,435.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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