+1,360.9%
BP vs BEN
+5,192.0%
-3,831.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.4% |
| 7D | -6.3% | +12.1% | -18.5% | -9.6% |
| 30D | -3.6% | +13.4% | -17.0% | -7.4% |
| 3M | +5.2% | +9.4% | -4.1% | +2.0% |
| 6M | +5.3% | +19.3% | -13.9% | -1.0% |
| YTD | +33.1% | +57.3% | -24.1% | +14.2% |
| 1Y | +26.3% | +69.1% | -42.8% | +5.9% |
| 3Y | +47.5% | +85.6% | -38.1% | +17.2% |
| 5Y | +106.2% | +32.9% | +73.2% | +77.5% |
| 10Y | +127.0% | +58.3% | +68.6% | +77.9% |
| All | +1,360.9% | +5,192.0% | -3,831.0% | +604.9% |
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