+20.7%
EXE vs BEN
+56.8%
-36.1%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | -1.8% | +4.7% | -6.5% | -2.3% |
| 30D | +6.4% | +2.6% | +3.8% | +6.0% |
| 3M | +9.2% | +11.5% | -2.2% | +7.5% |
| 6M | -7.0% | +35.3% | -42.3% | -11.3% |
| YTD | -9.5% | +48.6% | -58.1% | -15.5% |
| 1Y | +6.2% | +46.7% | -40.5% | -0.9% |
| 3Y | +20.7% | +57.0% | -36.3% | +8.9% |
| All | +20.7% | +56.8% | -36.1% | +8.9% |
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