+2,885.9%
ALB vs BEN
+1,413.3%
+1,472.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.5% | -8.0% | -6.1% |
| 7D | -8.1% | +0.2% | -8.3% | -8.4% |
| 30D | +6.3% | -0.5% | +6.8% | +6.2% |
| 3M | -23.6% | +9.7% | -33.3% | -27.3% |
| 6M | -24.6% | +33.9% | -58.5% | -35.5% |
| YTD | -10.3% | +49.0% | -59.2% | -27.4% |
| 1Y | +61.5% | +42.1% | +19.3% | +32.9% |
| 3Y | -34.0% | +51.9% | -85.8% | -47.5% |
| 5Y | -44.6% | +39.0% | -83.6% | -54.3% |
| 10Y | +76.1% | +57.9% | +18.2% | +30.9% |
| All | +2,885.9% | +1,413.3% | +1,472.6% | +1,074.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling