+365.7%
ALAB vs BEN
+48.0%
+317.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.2% | -6.7% | -6.8% |
| 7D | +3.2% | +4.7% | -1.5% | +0.5% |
| 30D | -13.6% | +2.6% | -16.2% | -14.8% |
| 3M | -16.6% | +11.5% | -28.1% | -21.3% |
| 6M | +142.3% | +35.3% | +107.0% | +101.5% |
| YTD | +73.6% | +48.6% | +25.0% | +36.2% |
| 1Y | +33.7% | +46.7% | -13.0% | +5.4% |
| All | +365.7% | +48.0% | +317.7% | +174.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling