-26.4%
ALB vs BEN
+56.8%
-83.3%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.7% |
| 7D | -4.4% | +4.7% | -9.1% | -7.0% |
| 30D | -1.2% | +2.6% | -3.8% | -2.9% |
| 3M | -13.3% | +11.5% | -24.8% | -19.3% |
| 6M | -19.8% | +35.3% | -55.1% | -34.4% |
| YTD | -7.9% | +48.6% | -56.6% | -29.9% |
| 1Y | +60.2% | +46.7% | +13.5% | +22.3% |
| 3Y | -26.4% | +57.0% | -83.5% | -48.2% |
| All | -26.4% | +56.8% | -83.3% | -48.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling