+25,589.7%
BRO vs BEN
+4,758.9%
+20,830.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | 0.0% |
| 7D | -8.6% | +0.3% | -8.9% | -8.7% |
| 30D | -6.9% | +0.9% | -7.8% | -7.2% |
| 3M | +10.5% | +9.2% | +1.3% | +7.8% |
| 6M | -2.8% | +36.8% | -39.5% | -10.8% |
| YTD | -16.1% | +44.4% | -60.5% | -24.3% |
| 1Y | -27.6% | +45.8% | -73.4% | -34.9% |
| 3Y | -7.3% | +52.5% | -59.8% | -19.7% |
| 5Y | +19.0% | +37.7% | -18.7% | +4.0% |
| 10Y | +292.7% | +55.4% | +237.3% | +217.3% |
| All | +25,589.7% | +4,758.9% | +20,830.8% | +13,306.6% |
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