+24.5%
ALAB vs BEN
+56.2%
-31.7%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +4.7% | -9.1% | -7.4% |
| 7D | -24.9% | +6.7% | -31.6% | -28.1% |
| 30D | -38.4% | +3.0% | -41.4% | -39.6% |
| 3M | -38.3% | -4.3% | -33.9% | -36.8% |
| 6M | +10.9% | +16.4% | -5.4% | +4.1% |
| YTD | +34.2% | +46.8% | -12.6% | +16.1% |
| 1Y | +24.5% | +57.3% | -32.8% | +3.1% |
| All | +24.5% | +56.2% | -31.7% | +3.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling