+60,787.5%
EME vs BEN
+1,907.3%
+58,880.2%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.5% | -1.8% | +0.1% |
| 7D | +1.9% | +0.2% | +1.7% | +1.7% |
| 30D | -8.3% | -0.5% | -7.7% | -8.1% |
| 3M | -10.7% | +9.7% | -20.5% | -14.5% |
| 6M | +1.9% | +33.9% | -32.0% | -11.4% |
| YTD | +23.5% | +49.0% | -25.5% | +1.8% |
| 1Y | +18.0% | +42.1% | -24.1% | -0.9% |
| 3Y | +236.1% | +51.9% | +184.2% | +164.0% |
| 5Y | +527.9% | +39.0% | +488.8% | +396.6% |
| 10Y | +1,252.8% | +57.9% | +1,194.9% | +843.6% |
| All | +60,787.5% | +1,907.3% | +58,880.2% | +12,138.7% |
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