+104.2%
BN vs BEN
+77.1%
+27.1%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.3% | -2.5% | +0.1% |
| 7D | +3.6% | +12.2% | -8.6% | -3.4% |
| 30D | +15.9% | +12.1% | +3.8% | +8.1% |
| 3M | -2.3% | +7.3% | -9.6% | -6.6% |
| 6M | -8.4% | +17.9% | -26.3% | -17.4% |
| YTD | -5.9% | +55.4% | -61.3% | -28.5% |
| 1Y | -5.6% | +69.3% | -74.9% | -31.9% |
| 3Y | +104.2% | +82.8% | +21.4% | +30.2% |
| All | +104.2% | +77.1% | +27.1% | +30.2% |
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