-26.6%
BENF vs SPY
+20.8%
-47.5%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.4% | +8.8% | +8.4% |
| 7D | +2.8% | +0.1% | +2.7% | +2.8% |
| 30D | -25.8% | +0.1% | -25.8% | -25.8% |
| 3M | -35.8% | +2.0% | -37.8% | -36.1% |
| 6M | -39.2% | +13.0% | -52.2% | -41.7% |
| YTD | -66.9% | +13.5% | -80.4% | -68.2% |
| 1Y | -26.6% | +20.0% | -46.6% | -36.3% |
| All | -26.6% | +20.8% | -47.5% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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