+38.6%
ALB vs BEN
+58.7%
-20.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.7% |
| 7D | -5.8% | +6.8% | -12.6% | -9.7% |
| 30D | -4.5% | +18.0% | -22.5% | -14.3% |
| 3M | -28.1% | +7.5% | -35.5% | -31.8% |
| 6M | -53.2% | +14.7% | -67.9% | -57.6% |
| YTD | -33.3% | +56.1% | -89.4% | -51.2% |
| 1Y | -17.4% | +69.6% | -87.0% | -42.8% |
| 3Y | -14.1% | +87.7% | -101.8% | -45.4% |
| 5Y | -64.0% | +28.6% | -92.7% | -71.3% |
| All | +38.6% | +58.7% | -20.1% | -16.5% |
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