+4,855.7%
BEN vs TAP
+825.0%
+4,030.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.6% |
| 7D | +0.2% | -2.3% | +2.5% | +0.8% |
| 30D | -0.5% | -2.1% | +1.6% | -0.1% |
| 3M | +9.7% | +6.6% | +3.1% | +7.3% |
| 6M | +33.9% | -11.5% | +45.4% | +37.4% |
| YTD | +49.0% | -10.3% | +59.2% | +51.8% |
| 1Y | +42.1% | -14.4% | +56.5% | +46.0% |
| 3Y | +51.9% | -28.3% | +80.2% | +62.7% |
| 5Y | +39.0% | +1.7% | +37.3% | +34.7% |
| 10Y | +57.9% | -49.2% | +107.1% | +75.4% |
| All | +4,855.7% | +825.0% | +4,030.7% | +3,294.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling