+87.7%
BEN vs ALHC
+22.7%
+65.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.3% | +0.6% |
| 7D | +6.8% | +0.3% | +6.5% | +6.8% |
| 30D | +18.0% | -10.6% | +28.6% | +18.9% |
| 3M | +7.5% | -45.3% | +52.8% | +11.9% |
| 6M | +14.7% | -59.7% | +74.4% | +21.1% |
| YTD | +56.1% | -62.7% | +118.8% | +65.2% |
| 1Y | +69.6% | -56.1% | +125.7% | +77.0% |
| 3Y | +87.7% | +21.3% | +66.4% | +66.1% |
| All | +87.7% | +22.7% | +65.0% | +66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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