+142.8%
XYL vs BEN
+56.6%
+86.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +1.2% | -3.1% | +4.3% | +2.7% |
| 30D | -11.9% | +0.2% | -12.1% | -12.1% |
| 3M | -1.5% | +6.8% | -8.4% | -4.9% |
| 6M | -11.9% | +38.1% | -50.0% | -25.0% |
| YTD | -20.6% | +44.3% | -64.9% | -33.9% |
| 1Y | -23.5% | +42.6% | -66.1% | -36.3% |
| 3Y | +14.9% | +52.3% | -37.5% | -10.6% |
| 5Y | -15.3% | +37.6% | -52.9% | -32.8% |
| All | +142.8% | +56.6% | +86.2% | +60.7% |
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