+4,762.1%
BEN vs TAP
+821.1%
+3,941.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -4.5% | +9.2% | +5.9% |
| 7D | +6.6% | +0.5% | +6.1% | +6.3% |
| 30D | +3.8% | +9.1% | -5.3% | +1.1% |
| 3M | +0.2% | -3.8% | +4.0% | +0.8% |
| 6M | +10.4% | -3.4% | +13.9% | +10.4% |
| YTD | +46.2% | -10.6% | +56.8% | +48.6% |
| 1Y | +52.3% | -4.4% | +56.7% | +51.4% |
| 3Y | +65.9% | -24.4% | +90.3% | +74.6% |
| 5Y | +20.6% | +2.1% | +18.5% | +16.2% |
| 10Y | +64.8% | -48.7% | +113.5% | +82.1% |
| All | +4,762.1% | +821.1% | +3,941.0% | +3,221.2% |
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