-13.0%
ALB vs BEN
+64.2%
-77.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.0% |
| 7D | -3.6% | +11.3% | -14.9% | -5.0% |
| 30D | -2.9% | +15.0% | -17.9% | -4.9% |
| 3M | -25.8% | +7.8% | -33.7% | -26.8% |
| 6M | -53.6% | +15.5% | -69.1% | -54.7% |
| YTD | -32.4% | +55.4% | -87.8% | -34.7% |
| 1Y | -13.0% | +63.3% | -76.3% | -15.7% |
| All | -13.0% | +64.2% | -77.2% | -15.7% |
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