+416.2%
AME vs BEN
+56.7%
+359.5%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.5% | -0.3% |
| 7D | 0.0% | +0.3% | -0.3% | -0.1% |
| 30D | -8.6% | +0.9% | -9.5% | -9.0% |
| 3M | +5.8% | +9.2% | -3.4% | +1.7% |
| 6M | +3.8% | +36.8% | -32.9% | -9.5% |
| YTD | +14.4% | +44.4% | -29.9% | -2.8% |
| 1Y | +25.8% | +45.8% | -20.1% | +5.9% |
| 3Y | +55.2% | +52.5% | +2.6% | +23.8% |
| 5Y | +85.5% | +37.7% | +47.8% | +49.4% |
| All | +416.2% | +56.7% | +359.5% | +249.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling