+291.9%
AA vs BEN
+4,913.3%
-4,621.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.5% | -5.6% | -4.0% |
| 7D | -0.7% | +0.2% | -0.9% | -1.0% |
| 30D | +5.0% | -0.5% | +5.5% | +5.0% |
| 3M | -35.8% | +9.7% | -45.6% | -39.2% |
| 6M | -18.4% | +33.9% | -52.3% | -31.4% |
| YTD | -5.5% | +49.0% | -54.5% | -25.3% |
| 1Y | +61.0% | +42.1% | +18.8% | +30.5% |
| 3Y | +66.2% | +51.9% | +14.3% | +29.8% |
| 5Y | +11.4% | +39.0% | -27.7% | -9.8% |
| 10Y | +116.9% | +57.9% | +59.0% | +64.8% |
| All | +291.9% | +4,913.3% | -4,621.4% | +14.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling