+1,333.5%
ET vs BEN
+121.0%
+1,212.6%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.1% | +0.3% |
| 7D | +3.0% | +11.3% | -8.3% | -1.3% |
| 30D | -3.5% | +15.0% | -18.5% | -9.0% |
| 3M | -5.6% | +7.8% | -13.5% | -8.9% |
| 6M | +0.5% | +15.5% | -15.0% | -6.1% |
| YTD | +26.3% | +55.4% | -29.0% | +3.8% |
| 1Y | +25.7% | +63.3% | -37.6% | +1.0% |
| 3Y | +85.1% | +83.4% | +1.7% | +36.6% |
| 5Y | +216.4% | +28.1% | +188.3% | +162.5% |
| 10Y | +160.9% | +59.1% | +101.8% | +87.1% |
| All | +1,333.5% | +121.0% | +1,212.6% | +704.1% |
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 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