+56.2%
BEN vs ABCL
+104.5%
-48.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ABCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.2% | +4.7% | +3.7% |
| 7D | +0.2% | +0.7% | -0.5% | +0.1% |
| 30D | -0.5% | +93.1% | -93.6% | -9.3% |
| 3M | +9.7% | +79.4% | -69.7% | +0.3% |
| 6M | +33.9% | +214.9% | -181.0% | +12.4% |
| YTD | +49.0% | +234.2% | -185.2% | +22.9% |
| 1Y | +42.1% | +174.8% | -132.6% | +18.9% |
| All | +56.2% | +104.5% | -48.3% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ABCL.
Daily Out/Under-Performance
Portfolio return minus ABCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABCL 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 ABCL 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