+51.8%
BEN vs SIRI
-10.2%
+62.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -1.0% | -0.3% |
| 7D | -3.1% | +0.6% | -3.7% | -3.3% |
| 30D | +0.2% | +2.5% | -2.3% | -0.7% |
| 3M | +6.8% | +6.6% | +0.2% | +4.6% |
| 6M | +38.1% | +32.9% | +5.2% | +26.4% |
| YTD | +44.3% | +50.5% | -6.1% | +27.0% |
| 1Y | +42.6% | +28.0% | +14.6% | +30.9% |
| 3Y | +52.3% | -22.4% | +74.7% | +52.6% |
| 5Y | +37.6% | -41.3% | +78.9% | +42.1% |
| All | +51.8% | -10.2% | +62.0% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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