+25.9%
ET vs BEN
+66.2%
-40.4%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +1.8% | +7.2% | -5.4% | +2.0% |
| 30D | -3.0% | +14.1% | -17.1% | -2.4% |
| 3M | -4.7% | +9.9% | -14.6% | -4.3% |
| 6M | +2.7% | +17.4% | -14.7% | +3.2% |
| YTD | +26.5% | +57.3% | -30.8% | +29.1% |
| All | +25.9% | +66.2% | -40.4% | +28.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling