+2,938.0%
GE vs BEN
+5,193.4%
-2,255.5%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +4.0% | +7.2% | -3.1% | +1.0% |
| 30D | +11.1% | +14.1% | -3.1% | +4.9% |
| 3M | -6.7% | +9.9% | -16.7% | -10.5% |
| 6M | +14.3% | +17.4% | -3.1% | +6.5% |
| YTD | +11.7% | +57.3% | -45.6% | -8.4% |
| 1Y | +10.9% | +66.9% | -56.0% | -11.5% |
| 3Y | +279.0% | +85.7% | +193.3% | +178.7% |
| 5Y | +427.0% | +31.2% | +395.8% | +342.3% |
| 10Y | +158.6% | +61.0% | +97.5% | +89.9% |
| All | +2,938.0% | +5,193.4% | -2,255.5% | +627.2% |
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