+238.2%
ET vs BEN
+42.4%
+195.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.3% | +0.1% |
| 7D | +0.4% | +4.7% | -4.3% | -0.7% |
| 30D | +6.9% | +2.6% | +4.2% | +6.1% |
| 3M | +13.1% | +11.5% | +1.6% | +9.7% |
| 6M | +18.7% | +35.3% | -16.6% | +9.2% |
| YTD | +37.4% | +48.6% | -11.2% | +22.8% |
| 1Y | +34.8% | +46.7% | -11.9% | +20.6% |
| 3Y | +96.8% | +57.0% | +39.8% | +68.1% |
| 5Y | +238.2% | +41.8% | +196.4% | +186.8% |
| All | +238.2% | +42.4% | +195.9% | +186.8% |
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