+90.5%
AA vs BEN
+56.8%
+33.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.8% | +3.7% |
| 7D | +1.7% | +4.7% | -3.0% | -1.3% |
| 30D | +3.3% | +2.6% | +0.7% | +1.4% |
| 3M | -29.4% | +11.5% | -40.9% | -34.6% |
| 6M | -12.8% | +35.3% | -48.1% | -30.2% |
| YTD | -2.1% | +48.6% | -50.8% | -27.7% |
| 1Y | +62.8% | +46.7% | +16.1% | +21.3% |
| 3Y | +90.5% | +57.0% | +33.5% | +38.5% |
| All | +90.5% | +56.8% | +33.6% | +38.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling