+46.7%
BEN vs ALC
-12.7%
+59.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.7% | +0.2% |
| 7D | +4.7% | -3.7% | +8.3% | +5.6% |
| 30D | +2.6% | -3.7% | +6.4% | +3.4% |
| 3M | +11.5% | +4.6% | +6.9% | +9.4% |
| 6M | +35.3% | -14.6% | +49.9% | +43.2% |
| YTD | +48.6% | -11.9% | +60.5% | +53.8% |
| 1Y | +46.7% | -13.1% | +59.8% | +53.9% |
| All | +46.7% | -12.7% | +59.4% | +53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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