+2,159.9%
FTI vs BEN
+407.5%
+1,752.4%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.8% | -2.3% |
| 7D | +5.3% | +0.2% | +5.0% | +5.0% |
| 30D | +15.3% | -0.5% | +15.9% | +15.4% |
| 3M | +15.8% | +9.7% | +6.0% | +8.9% |
| 6M | +22.6% | +33.9% | -11.3% | +1.8% |
| YTD | +79.5% | +49.0% | +30.6% | +39.7% |
| 1Y | +102.0% | +42.1% | +59.9% | +60.5% |
| 3Y | +315.8% | +51.9% | +263.9% | +202.4% |
| 5Y | +1,129.5% | +39.0% | +1,090.5% | +806.9% |
| 10Y | +320.9% | +57.9% | +263.1% | +180.3% |
| All | +2,159.9% | +407.5% | +1,752.4% | +653.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling