+63.3%
BEN vs RVTY
+67.3%
-4.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.0% |
| 7D | +11.3% | +4.1% | +7.2% | +10.4% |
| 30D | +15.0% | +1.3% | +13.7% | +14.6% |
| 3M | +7.8% | +33.3% | -25.4% | +1.3% |
| 6M | +15.5% | +58.3% | -42.8% | +3.3% |
| YTD | +55.4% | +62.7% | -7.3% | +36.0% |
| 1Y | +63.3% | +67.2% | -4.0% | +41.7% |
| All | +63.3% | +67.3% | -4.1% | +41.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling