+99.4%
XYL vs BEN
+58.7%
+40.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.3% | 0.0% |
| 7D | -3.7% | +6.8% | -10.5% | -6.6% |
| 30D | -8.3% | +18.0% | -26.3% | -15.3% |
| 3M | -21.4% | +7.5% | -28.9% | -24.4% |
| 6M | -12.9% | +14.7% | -27.6% | -19.1% |
| YTD | -30.1% | +56.1% | -86.2% | -44.3% |
| 1Y | -35.2% | +69.6% | -104.7% | -50.3% |
| 3Y | -0.8% | +87.7% | -88.4% | -30.7% |
| 5Y | -23.2% | +28.6% | -51.9% | -36.7% |
| All | +99.4% | +58.7% | +40.6% | +26.5% |
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