+147.8%
GE vs BEN
+56.7%
+91.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +1.0% | +0.3% |
| 7D | -2.8% | +0.3% | -3.1% | -3.0% |
| 30D | -11.9% | +0.9% | -12.8% | -12.4% |
| 3M | +1.8% | +9.2% | -7.3% | -2.7% |
| 6M | -0.6% | +36.8% | -37.4% | -15.1% |
| YTD | +5.5% | +44.4% | -38.9% | -12.6% |
| 1Y | +15.0% | +45.8% | -30.9% | -5.7% |
| 3Y | +269.5% | +52.5% | +217.0% | +182.8% |
| 5Y | +422.4% | +37.7% | +384.8% | +307.5% |
| All | +147.8% | +56.7% | +91.2% | +62.5% |
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