+249.6%
ALAB vs BEN
+54.8%
+194.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +6.3% | +7.4% | +9.3% |
| 7D | -5.6% | +12.2% | -17.8% | -11.8% |
| 30D | -36.6% | +12.1% | -48.7% | -40.7% |
| 3M | -35.1% | +7.3% | -42.4% | -37.5% |
| 6M | +8.5% | +17.9% | -9.3% | -0.9% |
| YTD | +30.4% | +55.4% | -25.1% | -0.1% |
| 1Y | +31.0% | +69.3% | -38.3% | -4.6% |
| All | +249.6% | +54.8% | +194.9% | +101.6% |
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