+256.9%
BNY vs BEN
+36.0%
+220.9%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | +0.1% |
| 7D | -1.3% | -3.1% | +1.8% | +0.1% |
| 30D | -0.2% | +0.2% | -0.3% | -0.3% |
| 3M | +14.9% | +6.8% | +8.1% | +11.3% |
| 6M | +40.0% | +38.1% | +1.9% | +20.2% |
| YTD | +42.0% | +44.3% | -2.4% | +19.2% |
| 1Y | +56.9% | +42.6% | +14.3% | +32.0% |
| 3Y | +289.9% | +52.3% | +237.6% | +207.4% |
| All | +256.9% | +36.0% | +220.9% | +188.6% |
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 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