+46.3%
BEN vs SM
+46.0%
+0.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.1% | -1.5% |
| 7D | +3.4% | -0.2% | +3.6% | +3.4% |
| 30D | +1.8% | +20.3% | -18.5% | +3.1% |
| 3M | +8.4% | +22.9% | -14.5% | +10.2% |
| 6M | +35.6% | +47.8% | -12.2% | +36.6% |
| YTD | +46.4% | +107.5% | -61.1% | +43.7% |
| 1Y | +46.3% | +51.7% | -5.4% | +45.7% |
| All | +46.3% | +46.0% | +0.3% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 1y: compounded portfolio wealth divided by compounded SM 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…
1y analysis · Full analysis span regression · 6 months rolling