+1,334.3%
ET vs BEN
+123.6%
+1,210.6%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.6% | +1.3% |
| 7D | -1.9% | +12.1% | -14.0% | -6.4% |
| 30D | -3.1% | +13.4% | -16.5% | -8.1% |
| 3M | -3.9% | +9.4% | -13.3% | -7.7% |
| 6M | +4.0% | +19.3% | -15.2% | -4.1% |
| YTD | +26.4% | +57.3% | -30.8% | +3.3% |
| 1Y | +24.9% | +69.1% | -44.2% | -1.0% |
| 3Y | +85.2% | +85.6% | -0.4% | +36.0% |
| 5Y | +218.3% | +32.9% | +185.4% | +160.0% |
| 10Y | +172.0% | +58.3% | +113.6% | +95.4% |
| All | +1,334.3% | +123.6% | +1,210.6% | +700.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling