+60.7%
BMY vs BEN
+56.6%
+4.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.2% |
| 7D | -4.8% | -3.1% | -1.6% | -4.2% |
| 30D | -0.1% | +0.2% | -0.3% | -0.2% |
| 3M | +13.1% | +6.8% | +6.3% | +11.5% |
| 6M | +8.4% | +38.1% | -29.7% | +1.5% |
| YTD | +22.0% | +44.3% | -22.4% | +13.0% |
| 1Y | +40.3% | +42.6% | -2.3% | +30.1% |
| 3Y | +20.5% | +52.3% | -31.8% | +8.7% |
| 5Y | +23.7% | +37.6% | -13.9% | +11.3% |
| All | +60.7% | +56.6% | +4.1% | +29.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling