+264.7%
BN vs BEN
+53.7%
+211.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.1% |
| 7D | -3.0% | +3.4% | -6.4% | -4.8% |
| 30D | -13.0% | +1.8% | -14.8% | -13.9% |
| 3M | -15.2% | +8.4% | -23.6% | -19.1% |
| 6M | -5.9% | +35.6% | -41.6% | -20.9% |
| YTD | -15.8% | +46.4% | -62.1% | -32.1% |
| 1Y | -12.2% | +46.3% | -58.5% | -29.3% |
| 3Y | +72.2% | +54.6% | +17.6% | +31.8% |
| 5Y | +33.2% | +39.4% | -6.2% | +5.4% |
| 10Y | +264.7% | +57.6% | +207.1% | +135.8% |
| All | +264.7% | +53.7% | +211.0% | +135.8% |
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