+12,790.5%
BLK vs BEN
+616.2%
+12,174.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.2% |
| 7D | -2.7% | +3.4% | -6.0% | -4.6% |
| 30D | -4.8% | +1.8% | -6.6% | -5.8% |
| 3M | +6.5% | +8.4% | -1.9% | +1.1% |
| 6M | +13.1% | +35.6% | -22.5% | -6.6% |
| YTD | +1.8% | +46.4% | -44.6% | -19.8% |
| 1Y | -1.0% | +46.3% | -47.3% | -22.2% |
| 3Y | +66.0% | +54.6% | +11.3% | +21.5% |
| 5Y | +31.2% | +39.4% | -8.1% | +0.1% |
| 10Y | +278.5% | +57.6% | +220.9% | +145.1% |
| All | +12,790.5% | +616.2% | +12,174.3% | +4,188.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling