+1,383.2%
BP vs BEN
+5,193.4%
-3,810.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -0.8% | +7.2% | -7.9% | -2.9% |
| 30D | -3.1% | +14.1% | -17.3% | -7.1% |
| 3M | +6.2% | +9.9% | -3.8% | +2.7% |
| 6M | +4.8% | +17.4% | -12.6% | -1.1% |
| YTD | +35.2% | +57.3% | -22.1% | +15.9% |
| 1Y | +27.4% | +66.9% | -39.5% | +7.3% |
| 3Y | +49.8% | +85.7% | -35.9% | +19.0% |
| 5Y | +109.4% | +31.2% | +78.2% | +81.0% |
| 10Y | +135.7% | +61.0% | +74.7% | +83.9% |
| All | +1,383.2% | +5,193.4% | -3,810.2% | +615.6% |
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