+197.1%
ABT vs BEN
+56.6%
+140.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.3% | -1.4% |
| 7D | -5.9% | -3.1% | -2.8% | -5.1% |
| 30D | -8.1% | +0.2% | -8.3% | -8.2% |
| 3M | +14.5% | +6.8% | +7.7% | +12.2% |
| 6M | -6.3% | +38.1% | -44.4% | -14.5% |
| YTD | -17.1% | +44.3% | -61.5% | -25.5% |
| 1Y | -21.4% | +42.6% | -63.9% | -29.2% |
| 3Y | +5.9% | +52.3% | -46.4% | -8.6% |
| 5Y | -12.8% | +37.6% | -50.4% | -24.6% |
| All | +197.1% | +56.6% | +140.5% | +130.8% |
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