+6,889.2%
TEVA vs BEN
+4,757.4%
+2,131.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.1% | +2.0% |
| 7D | +2.0% | -3.1% | +5.1% | +2.9% |
| 30D | +1.0% | +0.2% | +0.8% | +0.8% |
| 3M | +7.3% | +6.8% | +0.5% | +5.0% |
| 6M | +21.7% | +38.1% | -16.4% | +11.0% |
| YTD | +18.8% | +44.3% | -25.5% | +6.8% |
| 1Y | +86.5% | +42.6% | +43.9% | +68.1% |
| 3Y | +269.4% | +52.3% | +217.1% | +220.7% |
| 5Y | +303.6% | +37.6% | +265.9% | +257.4% |
| 10Y | -22.9% | +55.4% | -78.3% | -35.6% |
| All | +6,889.2% | +4,757.4% | +2,131.8% | +1,884.5% |
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 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