-24.4%
AIG vs BEN
+4,825.3%
-4,849.7%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +1.3% |
| 7D | -1.4% | +3.4% | -4.8% | -3.2% |
| 30D | -3.3% | +1.8% | -5.1% | -4.4% |
| 3M | +2.2% | +8.4% | -6.2% | -2.7% |
| 6M | -2.1% | +35.6% | -37.8% | -18.2% |
| YTD | -11.2% | +46.4% | -57.6% | -29.1% |
| 1Y | -2.1% | +46.3% | -48.4% | -22.3% |
| 3Y | +34.4% | +54.6% | -20.2% | -2.1% |
| 5Y | +53.7% | +39.4% | +14.3% | +13.9% |
| 10Y | +64.4% | +57.6% | +6.8% | +7.4% |
| All | -24.4% | +4,825.3% | -4,849.7% | -81.5% |
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