+69.1%
BEN vs TAP
-9.9%
+79.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.8% | +1.2% |
| 7D | +12.1% | -4.5% | +16.7% | +12.0% |
| 30D | +13.4% | +7.5% | +5.9% | +13.8% |
| 3M | +9.4% | -4.9% | +14.2% | +9.3% |
| 6M | +19.3% | -3.5% | +22.7% | +19.5% |
| YTD | +57.3% | -11.4% | +68.7% | +58.6% |
| 1Y | +69.1% | -10.8% | +79.9% | +70.7% |
| All | +69.1% | -9.9% | +79.0% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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