+57.5%
AME vs BEN
+56.8%
+0.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | +2.8% | +4.7% | -1.9% | +1.4% |
| 30D | -6.3% | +2.6% | -8.9% | -7.0% |
| 3M | +5.4% | +11.5% | -6.1% | +2.1% |
| 6M | +7.4% | +35.3% | -27.9% | -1.7% |
| YTD | +16.2% | +48.6% | -32.5% | +3.3% |
| 1Y | +26.8% | +46.7% | -19.9% | +13.0% |
| 3Y | +57.5% | +57.0% | +0.5% | +31.6% |
| All | +57.5% | +56.8% | +0.7% | +31.6% |
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