+1,344.7%
EME vs BEN
+56.6%
+1,288.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.3% | +4.3% |
| 7D | +3.5% | -3.1% | +6.6% | +5.0% |
| 30D | -6.3% | +0.2% | -6.5% | -6.5% |
| 3M | -3.8% | +6.8% | -10.6% | -6.6% |
| 6M | +8.5% | +38.1% | -29.6% | -6.2% |
| YTD | +27.8% | +44.3% | -16.5% | +7.7% |
| 1Y | +22.2% | +42.6% | -20.4% | +3.3% |
| 3Y | +253.5% | +52.3% | +201.2% | +179.3% |
| 5Y | +578.6% | +37.6% | +541.0% | +442.5% |
| All | +1,344.7% | +56.6% | +1,288.0% | +889.2% |
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