+55.2%
BEN vs RY
+371.6%
-316.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.5% | +0.5% |
| 7D | +4.7% | +2.7% | +2.0% | +2.0% |
| 30D | +2.6% | -1.0% | +3.6% | +3.4% |
| 3M | +11.5% | +7.6% | +3.8% | +3.8% |
| 6M | +35.3% | +29.5% | +5.9% | +6.3% |
| YTD | +48.6% | +24.2% | +24.5% | +21.2% |
| 1Y | +46.7% | +46.4% | +0.3% | +2.5% |
| 3Y | +57.0% | +159.4% | -102.4% | -36.6% |
| 5Y | +41.8% | +141.8% | -100.0% | -38.6% |
| 10Y | +55.2% | +373.9% | -318.7% | -61.9% |
| All | +55.2% | +371.6% | -316.4% | -61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RY 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling