+35.8%
BN vs BEN
+42.4%
-6.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.2% | -2.3% | -2.4% |
| 7D | -1.2% | +4.7% | -5.9% | -4.0% |
| 30D | -10.9% | +2.6% | -13.5% | -12.4% |
| 3M | -11.1% | +11.5% | -22.6% | -17.1% |
| 6M | -4.4% | +35.3% | -39.7% | -21.4% |
| YTD | -14.1% | +48.6% | -62.8% | -33.5% |
| 1Y | -11.1% | +46.7% | -57.7% | -30.7% |
| 3Y | +75.6% | +57.0% | +18.5% | +27.2% |
| 5Y | +35.8% | +41.8% | -6.0% | +0.3% |
| All | +35.8% | +42.4% | -6.6% | +0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling