-83.6%
FIG vs BEN
+57.5%
-141.1%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.4% |
| 7D | +2.6% | +11.3% | -8.7% | -3.2% |
| 30D | -13.1% | +15.0% | -28.1% | -18.5% |
| 3M | -20.3% | +7.8% | -28.2% | -23.4% |
| 6M | -2.1% | +15.5% | -17.6% | -8.8% |
| YTD | -49.4% | +55.4% | -104.8% | -60.4% |
| 1Y | -57.0% | +63.3% | -120.3% | -67.5% |
| All | -83.6% | +57.5% | -141.1% | -87.6% |
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