+78.4%
ETN vs BEN
+51.0%
+27.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.1% | -1.0% |
| 7D | +3.0% | +0.3% | +2.7% | +2.9% |
| 30D | -10.9% | +0.9% | -11.8% | -11.2% |
| 3M | +9.2% | +9.2% | +0.1% | +5.9% |
| 6M | +13.9% | +36.8% | -22.9% | +1.9% |
| YTD | +29.5% | +44.4% | -14.9% | +13.5% |
| 1Y | +14.2% | +45.8% | -31.6% | -0.6% |
| All | +78.4% | +51.0% | +27.4% | +41.5% |
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