+54.4%
BEN vs SPXU
-79.8%
+134.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -1.0% |
| 7D | +3.4% | +1.3% | +2.1% | +3.9% |
| 30D | +1.8% | +5.1% | -3.3% | +3.8% |
| 3M | +8.4% | -9.1% | +17.5% | +5.5% |
| 6M | +35.6% | -29.6% | +65.2% | +21.9% |
| YTD | +46.4% | -27.7% | +74.0% | +33.7% |
| 1Y | +46.3% | -37.0% | +83.3% | +28.3% |
| All | +54.4% | -79.8% | +134.2% | -3.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling