+683.8%
CTAS vs BEN
+53.7%
+630.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.3% |
| 7D | +1.0% | +3.4% | -2.4% | -0.3% |
| 30D | -1.1% | +1.8% | -2.9% | -1.8% |
| 3M | +11.5% | +8.4% | +3.1% | +7.7% |
| 6M | +0.2% | +35.6% | -35.5% | -11.4% |
| YTD | +7.2% | +46.4% | -39.2% | -8.2% |
| 1Y | 0.0% | +46.3% | -46.3% | -14.6% |
| 3Y | +65.9% | +54.6% | +11.3% | +34.0% |
| 5Y | +109.6% | +39.4% | +70.2% | +70.9% |
| 10Y | +683.8% | +57.6% | +626.2% | +427.2% |
| All | +683.8% | +53.7% | +630.1% | +427.2% |
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