+1,749.6%
BEN vs SIRI
-17.9%
+1,767.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.4% | -0.2% |
| 7D | +4.7% | +4.3% | +0.4% | +4.3% |
| 30D | +2.6% | -2.8% | +5.4% | +2.8% |
| 3M | +11.5% | +5.9% | +5.6% | +10.9% |
| 6M | +35.3% | +31.9% | +3.4% | +31.9% |
| YTD | +48.6% | +48.7% | 0.0% | +43.3% |
| 1Y | +46.7% | +23.2% | +23.5% | +43.5% |
| 3Y | +57.0% | -23.9% | +80.9% | +57.7% |
| 5Y | +41.8% | -43.4% | +85.2% | +44.4% |
| 10Y | +55.2% | -13.6% | +68.8% | +53.0% |
| All | +1,749.6% | -17.9% | +1,767.5% | +1,479.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling