+86.8%
BEN vs RUN
-8.5%
+95.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.1% | +4.9% | -0.7% |
| 7D | +11.3% | -13.7% | +25.0% | +12.7% |
| 30D | +15.0% | +9.4% | +5.6% | +13.6% |
| 3M | +7.8% | -13.4% | +21.3% | +8.6% |
| 6M | +15.5% | -39.6% | +55.1% | +19.5% |
| YTD | +55.4% | -53.7% | +109.1% | +62.4% |
| 1Y | +63.3% | -56.2% | +119.4% | +71.2% |
| All | +86.8% | -8.5% | +95.3% | +52.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling