+43.3%
BEN vs ALC
+24.0%
+19.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.2% | +5.7% | +4.6% |
| 7D | +0.2% | -2.1% | +2.3% | +1.2% |
| 30D | -0.5% | -0.1% | -0.4% | -0.8% |
| 3M | +9.7% | +5.9% | +3.8% | +5.8% |
| 6M | +33.9% | -15.9% | +49.8% | +44.4% |
| YTD | +49.0% | -10.1% | +59.1% | +54.7% |
| 1Y | +42.1% | -10.2% | +52.3% | +47.3% |
| 3Y | +51.9% | -13.6% | +65.4% | +56.3% |
| 5Y | +39.0% | -15.1% | +54.2% | +41.1% |
| All | +43.3% | +24.0% | +19.3% | +9.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling