+2.1%
AS vs BEN
+56.2%
-54.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.7% | +0.5% | +3.1% |
| 7D | +13.8% | +6.7% | +7.0% | +10.7% |
| 30D | +16.7% | +3.0% | +13.7% | +15.1% |
| 3M | -11.5% | -4.3% | -7.2% | -10.1% |
| 6M | -5.5% | +16.4% | -21.9% | -12.2% |
| YTD | -14.2% | +46.8% | -61.0% | -26.1% |
| 1Y | +2.1% | +57.3% | -55.3% | -12.6% |
| All | +2.1% | +56.2% | -54.2% | -12.6% |
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 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