+58.3%
BEN vs Z
-19.5%
+77.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.5% | +6.7% | +2.2% |
| 7D | +12.1% | -6.5% | +18.6% | +13.4% |
| 30D | +13.4% | -0.1% | +13.5% | +13.0% |
| 3M | +9.4% | -14.1% | +23.5% | +11.6% |
| 6M | +19.3% | -30.1% | +49.3% | +25.9% |
| YTD | +57.3% | -57.5% | +114.8% | +80.7% |
| 1Y | +69.1% | -60.3% | +129.4% | +96.4% |
| 3Y | +85.6% | -21.0% | +106.7% | +86.2% |
| 5Y | +32.9% | -54.9% | +87.8% | +39.8% |
| 10Y | +58.3% | -16.0% | +74.3% | +36.3% |
| All | +58.3% | -19.5% | +77.8% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 10y: compounded portfolio wealth divided by compounded Z 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…
10y analysis · Full analysis span regression · 6 months rolling