+82.8%
BEN vs ALC
+2.4%
+80.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.3% | +6.1% | +6.3% |
| 7D | +12.2% | +2.1% | +10.1% | +11.3% |
| 30D | +12.1% | +17.2% | -5.1% | +5.9% |
| 3M | +7.3% | +4.6% | +2.7% | +5.3% |
| 6M | +17.9% | +20.1% | -2.2% | +9.1% |
| YTD | +55.4% | -4.2% | +59.6% | +56.7% |
| 1Y | +69.3% | +2.1% | +67.3% | +65.9% |
| 3Y | +82.8% | +4.5% | +78.4% | +73.3% |
| All | +82.8% | +2.4% | +80.5% | +73.3% |
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