+87.3%
ALB vs BEN
+53.7%
+33.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -1.9% |
| 7D | -8.6% | +3.4% | -12.0% | -10.6% |
| 30D | -4.0% | +1.8% | -5.8% | -5.3% |
| 3M | -17.4% | +8.4% | -25.8% | -21.9% |
| 6M | -25.4% | +35.6% | -61.0% | -39.3% |
| YTD | -10.5% | +46.4% | -56.9% | -31.0% |
| 1Y | +75.8% | +46.3% | +29.5% | +34.5% |
| 3Y | -28.5% | +54.6% | -83.1% | -47.8% |
| 5Y | -45.1% | +39.4% | -84.5% | -58.0% |
| 10Y | +87.3% | +57.6% | +29.8% | +24.4% |
| All | +87.3% | +53.7% | +33.6% | +24.4% |
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