+7,920.7%
BNY vs BEN
+4,758.9%
+3,161.8%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.4% | +0.8% |
| 7D | -1.1% | +0.3% | -1.4% | -1.3% |
| 30D | +1.4% | +0.9% | +0.5% | +0.8% |
| 3M | +16.8% | +9.2% | +7.6% | +10.9% |
| 6M | +42.0% | +36.8% | +5.2% | +17.9% |
| YTD | +41.9% | +44.4% | -2.5% | +14.0% |
| 1Y | +59.2% | +45.8% | +13.4% | +26.6% |
| 3Y | +290.9% | +52.5% | +238.4% | +190.2% |
| 5Y | +259.0% | +37.7% | +221.4% | +173.2% |
| 10Y | +413.0% | +55.4% | +357.6% | +234.8% |
| All | +7,920.7% | +4,758.9% | +3,161.8% | +1,377.2% |
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 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