+152.0%
GE vs BEN
+58.7%
+93.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.2% | +0.1% |
| 7D | +2.7% | +6.8% | -4.1% | -0.7% |
| 30D | +8.1% | +18.0% | -9.9% | -0.6% |
| 3M | -7.9% | +7.5% | -15.3% | -11.3% |
| 6M | +12.9% | +14.7% | -1.8% | +5.0% |
| YTD | +8.2% | +56.1% | -47.9% | -14.4% |
| 1Y | +9.7% | +69.6% | -59.9% | -16.9% |
| 3Y | +266.1% | +87.7% | +178.4% | +149.1% |
| 5Y | +407.4% | +28.6% | +378.7% | +314.7% |
| All | +152.0% | +58.7% | +93.2% | +60.7% |
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