+890.0%
FN vs BEN
+56.5%
+833.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.2% | +2.4% | +2.3% |
| 7D | +3.5% | +4.7% | -1.1% | +1.5% |
| 30D | -26.0% | +2.6% | -28.6% | -26.7% |
| 3M | -33.3% | +11.5% | -44.7% | -36.3% |
| 6M | -14.9% | +35.3% | -50.3% | -25.7% |
| YTD | -8.6% | +48.6% | -57.2% | -23.7% |
| 1Y | +12.3% | +46.7% | -34.4% | -5.8% |
| 3Y | +174.4% | +57.0% | +117.4% | +118.1% |
| 5Y | +296.4% | +41.8% | +254.6% | +222.0% |
| 10Y | +890.0% | +55.2% | +834.8% | +668.6% |
| All | +890.0% | +56.5% | +833.5% | +668.6% |
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