+642.7%
BX vs BEN
+56.7%
+586.0%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.3% | -1.5% | -2.0% |
| 7D | -8.9% | +0.3% | -9.2% | -9.1% |
| 30D | -14.8% | +0.9% | -15.7% | -15.3% |
| 3M | +6.9% | +9.2% | -2.2% | +1.2% |
| 6M | +16.3% | +36.8% | -20.5% | -4.5% |
| YTD | -16.1% | +44.4% | -60.5% | -33.2% |
| 1Y | -26.8% | +45.8% | -72.6% | -42.3% |
| 3Y | +22.4% | +52.5% | -30.1% | -7.8% |
| 5Y | +16.0% | +37.7% | -21.7% | -7.1% |
| All | +642.7% | +56.7% | +586.0% | +406.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling