+12,781.7%
ECL vs BEN
+4,913.3%
+7,868.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -1.0% |
| 7D | -2.6% | +0.2% | -2.8% | -2.7% |
| 30D | -2.2% | -0.5% | -1.6% | -2.1% |
| 3M | +10.1% | +9.7% | +0.4% | +6.7% |
| 6M | -5.7% | +33.9% | -39.6% | -14.4% |
| YTD | +7.0% | +49.0% | -42.0% | -6.2% |
| 1Y | +2.7% | +42.1% | -39.5% | -8.9% |
| 3Y | +57.7% | +51.9% | +5.8% | +33.3% |
| 5Y | +31.1% | +39.0% | -7.9% | +12.6% |
| 10Y | +150.9% | +57.9% | +93.0% | +97.2% |
| All | +12,781.7% | +4,913.3% | +7,868.3% | +4,200.2% |
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 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