+33.0%
ALB vs BEN
+55.0%
-21.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.2% | -5.4% | -4.9% |
| 7D | +5.3% | +12.1% | -6.9% | -2.3% |
| 30D | -6.3% | +13.4% | -19.7% | -13.7% |
| 3M | -27.4% | +9.4% | -36.8% | -31.9% |
| 6M | -53.1% | +19.3% | -72.3% | -58.5% |
| YTD | -32.3% | +57.3% | -89.6% | -50.6% |
| 1Y | -7.3% | +69.1% | -76.4% | -35.6% |
| 3Y | -14.9% | +85.6% | -100.5% | -45.4% |
| 5Y | -62.0% | +32.9% | -95.0% | -70.3% |
| 10Y | +33.0% | +58.3% | -25.3% | -18.3% |
| All | +33.0% | +55.0% | -21.9% | -18.3% |
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