+267.2%
ALAB vs BEN
+54.7%
+212.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.1% | -0.5% |
| 7D | +26.9% | +11.3% | +15.6% | +18.4% |
| 30D | -30.0% | +15.0% | -45.0% | -35.5% |
| 3M | -28.5% | +7.8% | -36.4% | -31.4% |
| 6M | +11.4% | +15.5% | -4.1% | +2.9% |
| YTD | +36.9% | +55.4% | -18.5% | +5.0% |
| 1Y | +44.4% | +63.3% | -18.9% | +7.5% |
| All | +267.2% | +54.7% | +212.5% | +111.8% |
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