+20,851.3%
AFL vs BEN
+5,152.6%
+15,698.7%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.4% | +0.7% |
| 7D | +2.9% | +6.8% | -3.9% | -0.2% |
| 30D | +8.0% | +18.0% | -10.0% | -0.3% |
| 3M | +5.9% | +7.5% | -1.6% | +1.8% |
| 6M | +11.6% | +14.7% | -3.1% | +3.5% |
| YTD | +17.5% | +56.1% | -38.6% | -6.3% |
| 1Y | +13.3% | +69.6% | -56.3% | -13.2% |
| 3Y | +67.0% | +87.7% | -20.7% | +16.0% |
| 5Y | +150.6% | +28.6% | +122.0% | +100.7% |
| 10Y | +343.1% | +59.8% | +283.3% | +196.2% |
| All | +20,851.3% | +5,152.6% | +15,698.7% | +3,853.9% |
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