+46.7%
BEN vs ACM
-47.1%
+93.8%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.1% |
| 7D | +4.7% | -0.3% | +5.0% | +4.7% |
| 30D | +2.6% | -12.9% | +15.5% | +5.3% |
| 3M | +11.5% | -6.4% | +17.9% | +12.6% |
| 6M | +35.3% | -29.2% | +64.5% | +45.1% |
| YTD | +48.6% | -29.9% | +78.6% | +60.0% |
| 1Y | +46.7% | -47.3% | +94.0% | +61.7% |
| All | +46.7% | -47.1% | +93.8% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 ACM 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