+15,947.2%
BN vs BEN
+5,193.4%
+10,753.7%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -2.4% | +7.2% | -9.6% | -5.0% |
| 30D | +13.5% | +14.1% | -0.6% | +8.1% |
| 3M | -5.9% | +9.9% | -15.9% | -9.2% |
| 6M | -8.9% | +17.4% | -26.3% | -14.3% |
| YTD | -7.9% | +57.3% | -65.2% | -22.2% |
| 1Y | -8.3% | +66.9% | -75.2% | -24.2% |
| 3Y | +100.8% | +85.7% | +15.1% | +58.7% |
| 5Y | +38.2% | +31.2% | +7.0% | +23.2% |
| 10Y | +302.3% | +61.0% | +241.3% | +219.4% |
| All | +15,947.2% | +5,193.4% | +10,753.7% | +6,718.6% |
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