-5.8%
BN vs BEN
+65.1%
-70.9%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.1% | -1.9% |
| 7D | -1.0% | +6.8% | -7.8% | -4.8% |
| 30D | +14.0% | +18.0% | -4.0% | +3.2% |
| 3M | -9.0% | +7.5% | -16.5% | -13.0% |
| 6M | -8.8% | +14.7% | -23.5% | -16.5% |
| YTD | -10.3% | +56.1% | -66.3% | -32.1% |
| 1Y | -5.8% | +69.6% | -75.4% | -31.7% |
| All | -5.8% | +65.1% | -70.9% | -31.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling