+47.8%
AA vs BEN
+60.1%
-12.3%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.6% | +2.6% |
| 7D | +1.1% | +7.2% | -6.0% | -3.9% |
| 30D | -1.3% | +14.1% | -15.4% | -10.5% |
| 3M | -23.9% | +9.9% | -33.8% | -29.3% |
| 6M | -36.8% | +17.4% | -54.2% | -44.5% |
| YTD | -22.2% | +57.3% | -79.5% | -46.4% |
| 1Y | +10.4% | +66.9% | -56.6% | -27.1% |
| 3Y | +72.0% | +85.7% | -13.7% | +2.3% |
| 5Y | -15.6% | +31.2% | -46.8% | -36.0% |
| 10Y | +47.8% | +61.0% | -13.3% | -10.8% |
| All | +47.8% | +60.1% | -12.3% | -10.8% |
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