+20,176.5%
ETN vs BEN
+4,825.3%
+15,351.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.0% |
| 7D | +6.2% | +3.4% | +2.9% | +4.9% |
| 30D | -6.7% | +1.8% | -8.5% | -7.3% |
| 3M | +3.6% | +8.4% | -4.8% | +0.5% |
| 6M | +18.3% | +35.6% | -17.3% | +4.8% |
| YTD | +31.5% | +46.4% | -14.9% | +12.8% |
| 1Y | +20.6% | +46.3% | -25.8% | +3.1% |
| 3Y | +82.5% | +54.6% | +27.9% | +48.9% |
| 5Y | +177.8% | +39.4% | +138.4% | +130.7% |
| 10Y | +705.0% | +57.6% | +647.4% | +511.9% |
| All | +20,176.5% | +4,825.3% | +15,351.2% | +7,339.3% |
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