+38.7%
KMB vs BEN
+70.4%
-31.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +6.3% | -3.1% | +2.2% |
| 7D | +3.4% | +12.2% | -8.8% | +1.4% |
| 30D | +14.7% | +12.1% | +2.6% | +12.4% |
| 3M | +3.3% | +7.3% | -4.0% | +1.9% |
| 6M | +16.8% | +17.9% | -1.1% | +13.3% |
| YTD | +15.2% | +55.4% | -40.2% | +6.3% |
| 1Y | +13.3% | +69.3% | -56.0% | +2.9% |
| 3Y | +5.4% | +82.8% | -77.4% | -7.2% |
| 5Y | +2.7% | +28.8% | -26.1% | -4.9% |
| 10Y | +38.7% | +53.9% | -15.2% | +13.1% |
| All | +38.7% | +70.4% | -31.8% | +13.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling