+64.7%
AME vs BEN
+77.1%
-12.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.3% | -2.2% | +2.3% |
| 7D | -1.5% | +12.2% | -13.7% | -4.8% |
| 30D | -4.2% | +12.1% | -16.3% | -7.4% |
| 3M | -5.9% | +7.3% | -13.2% | -8.0% |
| 6M | +2.8% | +17.9% | -15.1% | -2.2% |
| YTD | +16.6% | +55.4% | -38.9% | +2.0% |
| 1Y | +22.1% | +69.3% | -47.2% | +4.3% |
| 3Y | +64.7% | +82.8% | -18.2% | +34.6% |
| All | +64.7% | +77.1% | -12.5% | +34.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling