+277.4%
EMR vs BEN
+53.7%
+223.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.4% |
| 7D | +0.9% | +3.4% | -2.4% | -0.8% |
| 30D | -5.0% | +1.8% | -6.7% | -5.8% |
| 3M | +5.9% | +8.4% | -2.5% | +1.5% |
| 6M | +7.3% | +35.6% | -28.3% | -8.7% |
| YTD | +14.6% | +46.4% | -31.8% | -6.3% |
| 1Y | +15.6% | +46.3% | -30.7% | -5.6% |
| 3Y | +60.2% | +54.6% | +5.6% | +23.2% |
| 5Y | +65.8% | +39.4% | +26.5% | +29.5% |
| 10Y | +277.4% | +57.6% | +219.8% | +145.9% |
| All | +277.4% | +53.7% | +223.7% | +145.9% |
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