+126.6%
BHP vs BEN
+40.0%
+86.7%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.9% |
| 7D | +0.9% | +3.4% | -2.5% | -0.4% |
| 30D | +4.0% | +1.8% | +2.2% | +3.3% |
| 3M | +11.3% | +8.4% | +2.9% | +7.7% |
| 6M | +29.3% | +35.6% | -6.3% | +15.1% |
| YTD | +59.2% | +46.4% | +12.9% | +37.4% |
| 1Y | +80.8% | +46.3% | +34.5% | +55.7% |
| 3Y | +88.0% | +54.6% | +33.4% | +54.4% |
| 5Y | +126.6% | +39.4% | +87.3% | +81.9% |
| All | +126.6% | +40.0% | +86.7% | +81.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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