+57.3%
BEN vs XME
+5.2%
+52.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.0% | +5.7% | +4.9% |
| 7D | +6.7% | -5.5% | +12.2% | +8.2% |
| 30D | +3.0% | -11.1% | +14.1% | +5.9% |
| 3M | -4.3% | -11.1% | +6.8% | -1.9% |
| 6M | +16.4% | -18.0% | +34.4% | +21.2% |
| YTD | +46.8% | -7.4% | +54.1% | +44.1% |
| 1Y | +57.3% | +6.7% | +50.7% | +45.5% |
| All | +57.3% | +5.2% | +52.1% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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