+40.9%
BP vs BEN
+45.3%
-4.4%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.5% | +3.3% | +1.5% |
| 7D | +4.0% | +3.4% | +0.6% | +4.7% |
| 30D | +7.8% | +1.8% | +6.0% | +8.2% |
| 3M | +8.4% | +8.4% | 0.0% | +10.1% |
| 6M | +15.1% | +35.6% | -20.6% | +21.9% |
| YTD | +36.4% | +46.4% | -9.9% | +44.9% |
| 1Y | +40.9% | +46.3% | -5.4% | +47.6% |
| All | +40.9% | +45.3% | -4.4% | +47.6% |
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 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