+135.8%
BEN vs XME
+242.3%
-106.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.4% |
| 7D | +0.2% | -0.1% | +0.3% | +0.3% |
| 30D | -0.5% | +6.0% | -6.5% | -4.0% |
| 3M | +9.7% | -7.7% | +17.5% | +13.3% |
| 6M | +33.9% | +1.0% | +32.9% | +30.6% |
| YTD | +49.0% | +14.6% | +34.3% | +33.9% |
| 1Y | +42.1% | +46.0% | -3.8% | +10.2% |
| 3Y | +51.9% | +127.0% | -75.1% | -9.9% |
| 5Y | +39.0% | +175.8% | -136.8% | -28.8% |
| 10Y | +57.9% | +414.6% | -356.8% | -46.2% |
| All | +135.8% | +242.3% | -106.5% | -16.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling