+102.7%
AMCR vs BEN
+62.9%
+39.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -1.8% | +4.7% | -6.5% | -3.1% |
| 30D | -6.0% | +2.6% | -8.6% | -6.8% |
| 3M | +18.9% | +11.5% | +7.4% | +15.2% |
| 6M | +5.7% | +35.3% | -29.7% | -3.3% |
| YTD | +11.1% | +48.6% | -37.5% | -1.0% |
| 1Y | +14.4% | +46.7% | -32.2% | +2.1% |
| 3Y | +13.0% | +57.0% | -44.0% | -2.8% |
| 5Y | -7.5% | +41.8% | -49.4% | -19.9% |
| 10Y | +20.1% | +55.2% | -35.1% | -8.4% |
| All | +102.7% | +62.9% | +39.9% | +53.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling