+4,855.7%
BEN vs RVTY
+2,416.7%
+2,439.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +3.6% |
| 7D | +0.2% | +1.1% | -0.9% | -0.2% |
| 30D | -0.5% | +13.2% | -13.8% | -4.8% |
| 3M | +9.7% | +27.2% | -17.5% | +0.3% |
| 6M | +33.9% | +32.4% | +1.5% | +20.2% |
| YTD | +49.0% | +34.9% | +14.1% | +32.3% |
| 1Y | +42.1% | +52.4% | -10.3% | +20.3% |
| 3Y | +51.9% | +12.3% | +39.6% | +39.0% |
| 5Y | +39.0% | -30.8% | +69.9% | +48.3% |
| 10Y | +57.9% | +150.7% | -92.8% | +5.8% |
| All | +4,855.7% | +2,416.7% | +2,439.0% | +1,281.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling