+36.6%
BP vs BEN
+56.2%
-19.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +4.7% | -8.8% | -2.9% |
| 7D | -8.4% | +6.7% | -15.1% | -6.8% |
| 30D | +2.2% | +3.0% | -0.8% | +3.3% |
| 3M | +8.8% | -4.3% | +13.1% | +8.4% |
| 6M | -0.5% | +16.4% | -16.9% | +3.2% |
| YTD | +36.2% | +46.8% | -10.6% | +47.1% |
| 1Y | +36.6% | +57.3% | -20.8% | +47.1% |
| All | +36.6% | +56.2% | -19.7% | +47.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling