+66.5%
AG vs BEN
+56.7%
+9.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.3% | -3.5% | -4.4% |
| 7D | -5.8% | +0.3% | -6.1% | -5.9% |
| 30D | +6.4% | +0.9% | +5.5% | +6.0% |
| 3M | +28.4% | +9.2% | +19.2% | +24.8% |
| 6M | -24.5% | +36.8% | -61.2% | -31.5% |
| YTD | +21.2% | +44.4% | -23.2% | +7.8% |
| 1Y | +114.1% | +45.8% | +68.3% | +89.6% |
| 3Y | +268.0% | +52.5% | +215.5% | +217.1% |
| 5Y | +67.3% | +37.7% | +29.6% | +44.7% |
| All | +66.5% | +56.7% | +9.8% | +11.2% |
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 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