+37.7%
BEN vs SPXS
-85.4%
+123.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.9% | -3.2% | -0.6% |
| 7D | +0.3% | +6.4% | -6.1% | +2.9% |
| 30D | +0.9% | +6.0% | -5.1% | +3.5% |
| 3M | +9.2% | -11.6% | +20.8% | +4.7% |
| 6M | +36.8% | -28.7% | +65.5% | +22.2% |
| YTD | +44.4% | -26.3% | +70.7% | +31.7% |
| 1Y | +45.8% | -34.9% | +80.8% | +27.7% |
| 3Y | +52.5% | -79.5% | +132.0% | -7.1% |
| 5Y | +37.7% | -85.9% | +123.6% | -13.6% |
| All | +37.7% | -85.4% | +123.1% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 5y: compounded portfolio wealth divided by compounded SPXS 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…
5y analysis · Full analysis span regression · 6 months rolling