+2,883.5%
GE vs BEN
+4,913.3%
-2,029.8%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.5% | -2.4% | -0.4% |
| 7D | -1.6% | +0.2% | -1.8% | -1.7% |
| 30D | -11.6% | -0.5% | -11.0% | -11.4% |
| 3M | +3.0% | +9.7% | -6.7% | -1.1% |
| 6M | -0.5% | +33.9% | -34.4% | -12.4% |
| YTD | +9.7% | +49.0% | -39.2% | -7.9% |
| 1Y | +20.0% | +42.1% | -22.1% | +2.4% |
| 3Y | +275.8% | +51.9% | +224.0% | +201.1% |
| 5Y | +429.1% | +39.0% | +390.0% | +330.7% |
| 10Y | +151.2% | +57.9% | +93.3% | +85.2% |
| All | +2,883.5% | +4,913.3% | -2,029.8% | +631.4% |
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