+176.1%
ET vs BEN
+56.7%
+119.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.6% | +0.8% |
| 7D | +1.4% | +0.3% | +1.0% | +1.2% |
| 30D | +4.6% | +0.9% | +3.7% | +4.1% |
| 3M | +16.0% | +9.2% | +6.9% | +11.4% |
| 6M | +22.8% | +36.8% | -14.0% | +6.5% |
| YTD | +38.9% | +44.4% | -5.5% | +17.2% |
| 1Y | +34.1% | +45.8% | -11.8% | +12.2% |
| 3Y | +98.8% | +52.5% | +46.3% | +56.7% |
| 5Y | +246.8% | +37.7% | +209.1% | +173.5% |
| All | +176.1% | +56.7% | +119.4% | +75.0% |
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