+3,585.7%
ALNY vs BEN
+317.8%
+3,267.9%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.1% |
| 7D | -3.5% | +3.4% | -6.9% | -5.0% |
| 30D | +18.9% | +1.8% | +17.1% | +17.8% |
| 3M | -13.3% | +8.4% | -21.7% | -17.1% |
| 6M | -20.3% | +35.6% | -55.9% | -31.8% |
| YTD | -35.1% | +46.4% | -81.5% | -46.6% |
| 1Y | -46.5% | +46.3% | -92.8% | -56.2% |
| 3Y | +28.1% | +54.6% | -26.5% | -2.3% |
| 5Y | +36.1% | +39.4% | -3.3% | +4.7% |
| 10Y | +269.7% | +57.6% | +212.1% | +139.2% |
| All | +3,585.7% | +317.8% | +3,267.9% | +1,427.4% |
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 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