-25.0%
TEVA vs BEN
+56.6%
-81.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.1% | +2.0% |
| 7D | +2.0% | -3.1% | +5.1% | +3.4% |
| 30D | +1.0% | +0.2% | +0.8% | +0.8% |
| 3M | +7.3% | +6.8% | +0.5% | +3.6% |
| 6M | +21.7% | +38.1% | -16.4% | +4.6% |
| YTD | +18.8% | +44.3% | -25.5% | -0.2% |
| 1Y | +86.5% | +42.6% | +43.9% | +57.2% |
| 3Y | +269.4% | +52.3% | +217.1% | +190.7% |
| 5Y | +303.6% | +37.6% | +265.9% | +225.7% |
| All | -25.0% | +56.6% | -81.6% | -43.5% |
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 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