-71.2%
GRAB vs BEN
+36.0%
-107.2%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.4% | +1.3% |
| 7D | -10.8% | -3.1% | -7.7% | -9.3% |
| 30D | -15.5% | +0.2% | -15.7% | -15.6% |
| 3M | -9.0% | +6.8% | -15.8% | -12.1% |
| 6M | -21.6% | +38.1% | -59.7% | -33.8% |
| YTD | -38.9% | +44.3% | -83.2% | -49.8% |
| 1Y | -44.8% | +42.6% | -87.4% | -54.5% |
| 3Y | -18.4% | +52.3% | -70.8% | -37.8% |
| All | -71.2% | +36.0% | -107.2% | -77.8% |
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 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