+42.5%
BEN vs ALHC
-33.5%
+76.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.6% | +3.5% |
| 7D | +0.2% | -0.6% | +0.8% | +0.3% |
| 30D | -0.5% | -1.0% | +0.5% | -0.5% |
| 3M | +9.7% | -10.2% | +19.9% | +9.6% |
| 6M | +33.9% | -28.3% | +62.2% | +36.4% |
| YTD | +49.0% | -31.4% | +80.4% | +52.1% |
| 1Y | +42.1% | -16.9% | +59.0% | +42.0% |
| 3Y | +51.9% | +135.5% | -83.6% | +27.6% |
| All | +42.5% | -33.5% | +76.0% | +27.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling