+418.9%
EME vs BEN
+28.2%
+390.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -1.0% | -0.7% |
| 7D | +8.4% | +6.8% | +1.6% | +5.8% |
| 30D | -11.5% | +18.0% | -29.5% | -17.0% |
| 3M | -20.6% | +7.5% | -28.1% | -22.9% |
| 6M | -28.5% | +14.7% | -43.2% | -32.3% |
| YTD | +8.0% | +56.1% | -48.1% | -9.5% |
| 1Y | +6.8% | +69.6% | -62.8% | -13.4% |
| 3Y | +213.9% | +87.7% | +126.2% | +133.6% |
| All | +418.9% | +28.2% | +390.7% | +355.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling