+52.4%
BEN vs TRU
-2.2%
+54.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | +0.3% | -9.4% | +9.7% | +3.0% |
| 30D | +0.9% | -4.1% | +5.0% | +1.8% |
| 3M | +9.2% | +13.6% | -4.4% | +4.2% |
| 6M | +36.8% | +3.6% | +33.2% | +33.7% |
| YTD | +44.4% | -9.8% | +54.2% | +46.3% |
| 1Y | +45.8% | -13.6% | +59.5% | +49.1% |
| All | +52.4% | -2.2% | +54.6% | +58.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling