+14,053.0%
ECL vs BEN
+5,192.0%
+8,861.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.6% |
| 7D | +0.4% | +12.1% | -11.7% | -3.1% |
| 30D | +8.6% | +13.4% | -4.8% | +4.3% |
| 3M | +7.9% | +9.4% | -1.5% | +4.7% |
| 6M | +21.0% | +19.3% | +1.8% | +14.0% |
| YTD | +17.5% | +57.3% | -39.7% | +1.2% |
| 1Y | +19.7% | +69.1% | -49.5% | +0.6% |
| 3Y | +77.4% | +85.6% | -8.2% | +40.6% |
| 5Y | +38.7% | +32.9% | +5.8% | +21.0% |
| 10Y | +193.5% | +58.3% | +135.2% | +130.5% |
| All | +14,053.0% | +5,192.0% | +8,861.0% | +4,536.7% |
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