+163.1%
ET vs BEN
+58.7%
+104.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.3% |
| 7D | +2.5% | +6.8% | -4.3% | 0.0% |
| 30D | -2.5% | +18.0% | -20.4% | -8.7% |
| 3M | -4.9% | +7.5% | -12.3% | -7.9% |
| 6M | -0.1% | +14.7% | -14.8% | -6.3% |
| YTD | +26.2% | +56.1% | -29.9% | +3.7% |
| 1Y | +25.2% | +69.6% | -44.4% | -0.7% |
| 3Y | +84.2% | +87.7% | -3.5% | +34.0% |
| 5Y | +216.1% | +28.6% | +187.4% | +164.3% |
| All | +163.1% | +58.7% | +104.4% | +77.1% |
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 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