+46.7%
BEN vs TAP
-19.0%
+65.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.1% | +3.9% | -0.5% |
| 7D | +4.7% | -2.3% | +7.0% | +4.6% |
| 30D | +2.6% | -9.4% | +12.0% | +2.0% |
| 3M | +11.5% | -0.8% | +12.3% | +11.5% |
| 6M | +35.3% | -14.7% | +50.1% | +34.2% |
| YTD | +48.6% | -13.9% | +62.6% | +48.2% |
| 1Y | +46.7% | -18.6% | +65.3% | +49.4% |
| All | +46.7% | -19.0% | +65.7% | +49.4% |
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