+178.5%
EXE vs BEN
+68.3%
+110.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.5% | -4.7% | -2.0% |
| 7D | -0.3% | +0.2% | -0.5% | -0.4% |
| 30D | +8.5% | -0.5% | +9.0% | +8.5% |
| 3M | +5.5% | +9.7% | -4.3% | +2.6% |
| 6M | -5.9% | +33.9% | -39.8% | -13.6% |
| YTD | -9.7% | +49.0% | -58.7% | -19.9% |
| 1Y | +3.6% | +42.1% | -38.5% | -7.1% |
| 3Y | +18.0% | +51.9% | -33.8% | +1.3% |
| 5Y | +109.4% | +39.0% | +70.4% | +79.1% |
| All | +178.5% | +68.3% | +110.1% | +126.5% |
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 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