+57.6%
BEN vs RVTY
+134.6%
-77.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.5% | +1.0% | -0.5% |
| 7D | +3.4% | -5.4% | +8.8% | +5.6% |
| 30D | +1.8% | +6.7% | -5.0% | -1.0% |
| 3M | +8.4% | +19.0% | -10.6% | +0.3% |
| 6M | +35.6% | +34.6% | +1.0% | +18.6% |
| YTD | +46.4% | +28.3% | +18.1% | +29.8% |
| 1Y | +46.3% | +46.0% | +0.3% | +22.0% |
| 3Y | +54.6% | +16.9% | +37.7% | +36.1% |
| 5Y | +39.4% | -32.9% | +72.3% | +51.9% |
| 10Y | +57.6% | +141.6% | -84.1% | -7.4% |
| All | +57.6% | +134.6% | -77.0% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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