+218.3%
ET vs BEN
+30.9%
+187.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.6% | +1.5% |
| 7D | -1.9% | +12.1% | -14.0% | -4.5% |
| 30D | -3.1% | +13.4% | -16.5% | -6.0% |
| 3M | -3.9% | +9.4% | -13.3% | -6.1% |
| 6M | +4.0% | +19.3% | -15.2% | -0.9% |
| YTD | +26.4% | +57.3% | -30.8% | +11.4% |
| 1Y | +24.9% | +69.1% | -44.2% | +7.7% |
| 3Y | +85.2% | +85.6% | -0.4% | +50.5% |
| 5Y | +218.3% | +32.9% | +185.4% | +176.4% |
| All | +218.3% | +30.9% | +187.4% | +176.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling