+19.6%
AAL vs BEN
+87.4%
-67.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.5% | -1.2% |
| 7D | +10.1% | +12.1% | -2.1% | +1.6% |
| 30D | +10.6% | +13.4% | -2.8% | +1.4% |
| 3M | -5.9% | +9.4% | -15.3% | -11.6% |
| 6M | +5.7% | +19.3% | -13.6% | -6.7% |
| YTD | -8.0% | +57.3% | -65.2% | -33.1% |
| 1Y | +6.0% | +69.1% | -63.1% | -26.6% |
| 3Y | +19.6% | +85.6% | -66.0% | -25.7% |
| All | +19.6% | +87.4% | -67.8% | -25.7% |
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 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