+967.7%
BX vs BEN
+51.7%
+916.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.5% | -4.6% | -3.6% |
| 7D | -4.4% | +0.2% | -4.6% | -4.6% |
| 30D | +0.1% | -0.5% | +0.6% | +0.3% |
| 3M | +16.0% | +9.7% | +6.3% | +8.7% |
| 6M | +21.6% | +33.9% | -12.3% | -1.1% |
| YTD | -8.9% | +49.0% | -57.9% | -31.1% |
| 1Y | -16.6% | +42.1% | -58.7% | -35.1% |
| 3Y | +43.3% | +51.9% | -8.5% | +4.0% |
| 5Y | +25.7% | +39.0% | -13.3% | -2.5% |
| 10Y | +689.5% | +57.9% | +631.6% | +382.9% |
| All | +967.7% | +51.7% | +916.0% | +410.6% |
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