+820.2%
CTAS vs BEN
+60.1%
+760.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -0.8% | +7.2% | -7.9% | -3.4% |
| 30D | +10.7% | +14.1% | -3.4% | +5.2% |
| 3M | +11.0% | +9.9% | +1.1% | +6.8% |
| 6M | +38.7% | +17.4% | +21.3% | +29.5% |
| YTD | +21.8% | +57.3% | -35.5% | +1.0% |
| 1Y | +23.6% | +66.9% | -43.4% | +0.2% |
| 3Y | +74.9% | +85.7% | -10.7% | +30.7% |
| 5Y | +119.5% | +31.2% | +88.3% | +84.9% |
| 10Y | +820.2% | +61.0% | +759.2% | +509.4% |
| All | +820.2% | +60.1% | +760.1% | +509.4% |
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