+18,884.9%
AME vs BEN
+4,913.3%
+13,971.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.5% | -2.0% | +0.3% |
| 7D | +0.6% | +0.2% | +0.4% | +0.5% |
| 30D | -6.7% | -0.5% | -6.1% | -6.5% |
| 3M | +4.1% | +9.7% | -5.7% | +0.6% |
| 6M | +1.6% | +33.9% | -32.3% | -8.8% |
| YTD | +16.1% | +49.0% | -32.8% | +0.2% |
| 1Y | +27.3% | +42.1% | -14.8% | +11.4% |
| 3Y | +50.9% | +51.9% | -1.0% | +25.6% |
| 5Y | +81.4% | +39.0% | +42.3% | +52.1% |
| 10Y | +417.0% | +57.9% | +359.1% | +296.1% |
| All | +18,884.9% | +4,913.3% | +13,971.5% | +5,893.3% |
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 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