+21.5%
BEN vs TRU
+243.6%
-222.0%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | +6.8% | 0.0% | +6.8% | +6.8% |
| 30D | +18.0% | +21.3% | -3.3% | +8.6% |
| 3M | +7.5% | +0.2% | +7.2% | +6.2% |
| 6M | +14.7% | +22.4% | -7.7% | +3.3% |
| YTD | +56.1% | -4.8% | +60.9% | +53.9% |
| 1Y | +69.6% | -0.2% | +69.8% | +63.6% |
| 3Y | +87.7% | +57.9% | +29.8% | +40.4% |
| 5Y | +28.6% | -26.1% | +54.8% | +29.8% |
| 10Y | +59.8% | +184.8% | -125.0% | -5.0% |
| All | +21.5% | +243.6% | -222.0% | -30.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling