+606.9%
GEV vs BEN
+41.9%
+565.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.3% | -1.5% | -2.4% |
| 7D | -1.9% | +0.3% | -2.2% | -2.0% |
| 30D | -8.7% | +0.9% | -9.6% | -9.0% |
| 3M | +6.6% | +9.2% | -2.6% | +3.3% |
| 6M | +10.2% | +36.8% | -26.6% | -1.3% |
| YTD | +41.6% | +44.4% | -2.8% | +23.6% |
| 1Y | +43.9% | +45.8% | -2.0% | +24.7% |
| All | +606.9% | +41.9% | +565.0% | +451.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling