+65.9%
BLK vs BEN
+51.0%
+14.9%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.7% | +1.6% |
| 7D | -3.3% | -3.1% | -0.2% | -1.7% |
| 30D | -6.5% | +0.2% | -6.7% | -6.6% |
| 3M | +6.7% | +6.8% | -0.1% | +3.1% |
| 6M | +14.7% | +38.1% | -23.4% | -2.9% |
| YTD | +2.5% | +44.3% | -41.8% | -15.0% |
| 1Y | -2.8% | +42.6% | -45.3% | -19.2% |
| 3Y | +65.9% | +52.3% | +13.5% | +28.6% |
| All | +65.9% | +51.0% | +14.9% | +28.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling