+184.1%
FTI vs BEN
+58.7%
+125.4%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.6% | +1.8% |
| 7D | +4.3% | +6.8% | -2.5% | +0.3% |
| 30D | -4.7% | +18.0% | -22.6% | -14.0% |
| 3M | -13.5% | +7.5% | -21.0% | -17.8% |
| 6M | -8.7% | +14.7% | -23.4% | -17.3% |
| YTD | +49.0% | +56.1% | -7.1% | +10.3% |
| 1Y | +54.0% | +69.6% | -15.6% | +8.2% |
| 3Y | +211.6% | +87.7% | +123.9% | +91.7% |
| 5Y | +881.9% | +28.6% | +853.2% | +654.2% |
| All | +184.1% | +58.7% | +125.4% | +61.9% |
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