-21.9%
AS vs BEN
+42.6%
-64.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.5% | +0.1% | +2.1% |
| 7D | -4.9% | +0.2% | -5.1% | -5.0% |
| 30D | -19.6% | -0.5% | -19.1% | -19.5% |
| 3M | -14.4% | +9.7% | -24.1% | -18.2% |
| 6M | -20.1% | +33.9% | -54.0% | -32.0% |
| YTD | -20.9% | +49.0% | -69.9% | -34.5% |
| 1Y | -21.9% | +42.1% | -64.0% | -33.2% |
| All | -21.9% | +42.6% | -64.4% | -33.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling