+2,874.1%
GE vs BEN
+5,130.7%
-2,256.7%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.3% | -2.5% | +1.1% |
| 7D | +6.3% | +12.2% | -5.9% | +1.1% |
| 30D | +8.9% | +12.1% | -3.2% | +3.7% |
| 3M | -9.2% | +7.3% | -16.5% | -12.0% |
| 6M | +13.2% | +17.9% | -4.6% | +5.3% |
| YTD | +9.4% | +55.4% | -46.0% | -9.9% |
| 1Y | +9.8% | +69.3% | -59.6% | -12.9% |
| 3Y | +278.2% | +82.8% | +195.3% | +179.9% |
| 5Y | +396.0% | +28.8% | +367.2% | +319.6% |
| 10Y | +162.4% | +53.9% | +108.5% | +96.2% |
| All | +2,874.1% | +5,130.7% | -2,256.7% | +615.5% |
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 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