+69.6%
BEN vs SPXU
-26.3%
+95.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | +1.0% |
| 7D | +6.8% | -7.6% | +14.4% | +3.5% |
| 30D | +18.0% | +5.3% | +12.7% | +21.7% |
| 3M | +7.5% | +9.6% | -2.2% | +13.2% |
| 6M | +14.7% | -4.5% | +19.2% | +15.2% |
| YTD | +56.1% | -25.9% | +82.0% | +42.0% |
| 1Y | +69.6% | -28.9% | +98.5% | +52.4% |
| All | +69.6% | -26.3% | +95.9% | +52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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