+18,954.1%
AME vs BEN
+5,130.7%
+13,823.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.3% | -2.2% | +2.0% |
| 7D | -1.5% | +12.2% | -13.7% | -5.5% |
| 30D | -4.2% | +12.1% | -16.3% | -8.0% |
| 3M | -5.9% | +7.3% | -13.2% | -8.4% |
| 6M | +2.8% | +17.9% | -15.1% | -3.3% |
| YTD | +16.6% | +55.4% | -38.9% | -1.0% |
| 1Y | +22.1% | +69.3% | -47.2% | +0.6% |
| 3Y | +64.7% | +82.8% | -18.2% | +28.5% |
| 5Y | +76.6% | +28.8% | +47.8% | +52.6% |
| 10Y | +443.9% | +53.9% | +390.0% | +320.4% |
| All | +18,954.1% | +5,130.7% | +13,823.4% | +5,818.6% |
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 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