+42.1%
BEN vs TRU
-7.3%
+49.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -5.9% | +9.5% | +4.6% |
| 7D | +0.2% | -6.8% | +7.0% | +1.4% |
| 30D | -0.5% | 0.0% | -0.6% | -0.8% |
| 3M | +9.7% | +13.3% | -3.6% | +6.3% |
| 6M | +33.9% | +3.4% | +30.5% | +31.4% |
| YTD | +49.0% | -6.4% | +55.4% | +48.5% |
| 1Y | +42.1% | -9.7% | +51.8% | +38.0% |
| All | +42.1% | -7.3% | +49.4% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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