+295.8%
FTI vs BEN
+56.6%
+239.2%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -4.4% | -3.1% | -1.3% | -2.6% |
| 30D | +1.5% | +0.2% | +1.3% | +1.2% |
| 3M | +8.2% | +6.8% | +1.4% | +3.2% |
| 6M | +18.8% | +38.1% | -19.3% | -3.9% |
| YTD | +71.7% | +44.3% | +27.3% | +34.5% |
| 1Y | +90.0% | +42.6% | +47.5% | +49.1% |
| 3Y | +270.5% | +52.3% | +218.2% | +163.1% |
| 5Y | +1,084.5% | +37.6% | +1,046.9% | +755.6% |
| All | +295.8% | +56.6% | +239.2% | +143.4% |
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