+281.8%
GE vs BEN
+56.8%
+225.0%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.4% | -0.6% |
| 7D | +1.2% | +4.7% | -3.5% | -0.4% |
| 30D | -9.5% | +2.6% | -12.1% | -10.3% |
| 3M | +4.1% | +11.5% | -7.4% | +0.4% |
| 6M | +3.9% | +35.3% | -31.4% | -5.9% |
| YTD | +9.0% | +48.6% | -39.6% | -4.1% |
| 1Y | +21.9% | +46.7% | -24.8% | +7.5% |
| 3Y | +281.8% | +57.0% | +224.8% | +220.8% |
| All | +281.8% | +56.8% | +225.0% | +220.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling