+24.8%
ALAB vs BEN
+70.3%
-45.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +6.3% | +7.4% | +8.2% |
| 7D | -5.6% | +12.2% | -17.8% | -12.9% |
| 30D | -36.6% | +12.1% | -48.7% | -41.4% |
| 3M | -35.1% | +7.3% | -42.4% | -38.1% |
| 6M | +8.5% | +17.9% | -9.3% | -0.9% |
| YTD | +30.4% | +55.4% | -25.1% | +2.7% |
| All | +24.8% | +70.3% | -45.5% | -10.2% |
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 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