+52.3%
BEN vs SIRI
-22.6%
+74.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -1.0% | -0.2% |
| 7D | -3.1% | +0.6% | -3.7% | -3.2% |
| 30D | +0.2% | +2.5% | -2.3% | -0.4% |
| 3M | +6.8% | +6.6% | +0.2% | +5.2% |
| 6M | +38.1% | +32.9% | +5.2% | +29.5% |
| YTD | +44.3% | +50.5% | -6.1% | +31.5% |
| 1Y | +42.6% | +28.0% | +14.6% | +34.1% |
| 3Y | +52.3% | -22.4% | +74.7% | +56.1% |
| All | +52.3% | -22.6% | +74.9% | +56.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling