+6,695.8%
ABT vs BEN
+5,152.6%
+1,543.2%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.7% | +1.1% |
| 7D | -1.3% | +6.8% | -8.1% | -2.8% |
| 30D | +6.0% | +18.0% | -11.9% | +2.1% |
| 3M | -1.9% | +7.5% | -9.3% | -3.6% |
| 6M | +31.2% | +14.7% | +16.5% | +26.6% |
| YTD | -11.2% | +56.1% | -67.3% | -20.4% |
| 1Y | -14.0% | +69.6% | -83.5% | -24.3% |
| 3Y | +20.7% | +87.7% | -67.0% | +1.6% |
| 5Y | -6.7% | +28.6% | -35.3% | -15.5% |
| 10Y | +226.3% | +59.8% | +166.5% | +167.9% |
| All | +6,695.8% | +5,152.6% | +1,543.2% | +2,077.1% |
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