+87.7%
BEN vs ALC
+4.4%
+83.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.2% | -2.7% | -0.7% |
| 7D | +6.8% | -1.1% | +7.9% | +7.2% |
| 30D | +18.0% | +16.0% | +1.9% | +11.8% |
| 3M | +7.5% | +0.8% | +6.6% | +6.9% |
| 6M | +14.7% | +16.8% | -2.1% | +7.3% |
| YTD | +56.1% | -5.5% | +61.6% | +58.0% |
| 1Y | +69.6% | -5.3% | +74.8% | +71.4% |
| 3Y | +87.7% | +4.1% | +83.6% | +79.0% |
| All | +87.7% | +4.4% | +83.3% | +79.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling