+46.3%
BEN vs RUN
-48.0%
+94.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.6% | +3.0% | -1.0% |
| 7D | +3.4% | -1.8% | +5.1% | +3.6% |
| 30D | +1.8% | -10.8% | +12.6% | +3.0% |
| 3M | +8.4% | -30.2% | +38.5% | +11.9% |
| 6M | +35.6% | -22.3% | +58.0% | +37.4% |
| YTD | +46.4% | -52.2% | +98.5% | +54.5% |
| 1Y | +46.3% | -45.1% | +91.4% | +57.6% |
| All | +46.3% | -48.0% | +94.3% | +57.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling