+37.7%
BEN vs TRU
-36.7%
+74.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | +0.3% | -9.4% | +9.7% | +4.0% |
| 30D | +0.9% | -4.1% | +5.0% | +2.2% |
| 3M | +9.2% | +13.6% | -4.4% | +2.6% |
| 6M | +36.8% | +3.6% | +33.2% | +32.6% |
| YTD | +44.4% | -9.8% | +54.2% | +46.8% |
| 1Y | +45.8% | -13.6% | +59.5% | +49.9% |
| 3Y | +52.5% | -2.0% | +54.5% | +42.3% |
| 5Y | +37.7% | -35.8% | +73.5% | +55.8% |
| All | +37.7% | -36.7% | +74.3% | +55.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling