+85.2%
ET vs BEN
+87.4%
-2.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.6% | +1.6% |
| 7D | -1.9% | +12.1% | -14.0% | -3.7% |
| 30D | -3.1% | +13.4% | -16.5% | -5.0% |
| 3M | -3.9% | +9.4% | -13.3% | -5.4% |
| 6M | +4.0% | +19.3% | -15.2% | +0.6% |
| YTD | +26.4% | +57.3% | -30.8% | +15.2% |
| 1Y | +24.9% | +69.1% | -44.2% | +11.9% |
| 3Y | +85.2% | +85.6% | -0.4% | +60.1% |
| All | +85.2% | +87.4% | -2.2% | +60.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling