+15,251.3%
BN vs BEN
+4,913.3%
+10,338.0%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.8% | -1.6% |
| 7D | -2.5% | +0.2% | -2.7% | -2.6% |
| 30D | -9.5% | -0.5% | -9.0% | -9.4% |
| 3M | -10.4% | +9.7% | -20.1% | -13.5% |
| 6M | -6.4% | +33.9% | -40.3% | -16.1% |
| YTD | -11.9% | +49.0% | -60.8% | -24.0% |
| 1Y | -8.6% | +42.1% | -50.7% | -19.9% |
| 3Y | +77.6% | +51.9% | +25.7% | +50.9% |
| 5Y | +37.0% | +39.0% | -2.0% | +19.4% |
| 10Y | +266.4% | +57.9% | +208.5% | +192.7% |
| All | +15,251.3% | +4,913.3% | +10,338.0% | +6,558.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling