+153.4%
EXE vs BEN
+76.4%
+77.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.7% |
| 7D | +5.3% | +6.8% | -1.5% | +3.7% |
| 30D | -2.2% | +18.0% | -20.2% | -6.2% |
| 3M | -5.9% | +7.5% | -13.3% | -7.8% |
| 6M | -5.7% | +14.7% | -20.4% | -9.5% |
| YTD | -17.8% | +56.1% | -73.9% | -28.1% |
| 1Y | -23.1% | +69.6% | -92.7% | -34.4% |
| 3Y | +21.2% | +87.7% | -66.5% | -3.1% |
| 5Y | +78.8% | +28.6% | +50.2% | +58.2% |
| All | +153.4% | +76.4% | +77.1% | +103.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling