+29.3%
BEN vs XME
+108.0%
-78.7%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +1.1% |
| 7D | +6.8% | +0.3% | +6.5% | +6.7% |
| 30D | +18.0% | -6.1% | +24.1% | +21.2% |
| 3M | +7.5% | -18.6% | +26.1% | +17.0% |
| 6M | +14.7% | -23.9% | +38.6% | +27.6% |
| YTD | +56.1% | -9.3% | +65.4% | +57.3% |
| 1Y | +69.6% | +1.8% | +67.8% | +61.0% |
| 3Y | +87.7% | +93.0% | -5.3% | +22.6% |
| All | +29.3% | +108.0% | -78.7% | -21.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling