+53.6%
BEN vs RUN
+68.6%
-14.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.8% | +0.3% |
| 7D | +6.8% | -13.5% | +20.3% | +8.7% |
| 30D | +18.0% | +18.3% | -0.3% | +14.7% |
| 3M | +7.5% | -12.5% | +19.9% | +8.5% |
| 6M | +14.7% | -40.3% | +55.0% | +21.0% |
| YTD | +56.1% | -53.1% | +109.2% | +66.6% |
| 1Y | +69.6% | -54.3% | +123.9% | +81.1% |
| 3Y | +87.7% | -6.5% | +94.2% | +51.5% |
| 5Y | +28.6% | -85.3% | +113.9% | +29.1% |
| All | +53.6% | +68.6% | -14.9% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 10y: compounded portfolio wealth divided by compounded RUN 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…
10y analysis · Full analysis span regression · 6 months rolling