+96.6%
AMCR vs BEN
+62.9%
+33.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +15.1% |
| 6M | +5.7% | +35.3% | -29.7% | -3.3% |
| YTD | +11.1% | +48.6% | -37.5% | -1.0% |
| 1Y | +12.7% | +46.7% | -34.0% | +0.5% |
| 3Y | +9.6% | +57.0% | -47.4% | -5.8% |
| 5Y | -10.3% | +41.8% | -52.2% | -22.3% |
| 10Y | +16.5% | +55.2% | -38.7% | -11.1% |
| All | +96.6% | +62.9% | +33.7% | +48.9% |
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