+92.4%
FOXA vs BEN
+48.4%
+43.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +0.8% | -3.1% | +3.9% | +2.0% |
| 30D | +5.0% | +0.2% | +4.9% | +4.9% |
| 3M | -3.0% | +6.8% | -9.9% | -6.2% |
| 6M | +14.8% | +38.1% | -23.3% | -0.5% |
| YTD | -8.9% | +44.3% | -53.3% | -22.7% |
| 1Y | +13.3% | +42.6% | -29.2% | -3.6% |
| 3Y | +115.4% | +52.3% | +63.1% | +72.8% |
| 5Y | +95.3% | +37.6% | +57.6% | +58.0% |
| All | +92.4% | +48.4% | +43.9% | +19.0% |
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