+1,111.5%
XLI vs BEN
+404.8%
+706.7%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | +1.0% | +4.7% | -3.7% | -0.9% |
| 30D | -5.8% | +2.6% | -8.4% | -6.9% |
| 3M | +0.7% | +11.5% | -10.8% | -4.0% |
| 6M | +3.2% | +35.3% | -32.1% | -9.6% |
| YTD | +13.0% | +48.6% | -35.6% | -5.0% |
| 1Y | +16.8% | +46.7% | -29.9% | -1.7% |
| 3Y | +72.4% | +57.0% | +15.4% | +36.7% |
| 5Y | +82.8% | +41.8% | +40.9% | +46.5% |
| 10Y | +252.4% | +55.2% | +197.2% | +153.8% |
| All | +1,111.5% | +404.8% | +706.7% | +350.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling