+61.0%
BEN vs ALLE
+212.2%
-151.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.5% |
| 7D | +7.2% | -0.8% | +8.0% | +7.8% |
| 30D | +14.1% | +27.4% | -13.2% | -2.3% |
| 3M | +9.9% | +13.8% | -3.9% | +0.7% |
| 6M | +17.4% | +45.5% | -28.1% | -9.1% |
| YTD | +57.3% | +21.4% | +35.9% | +34.8% |
| 1Y | +66.9% | +15.4% | +51.6% | +47.9% |
| 3Y | +85.7% | +91.7% | -6.0% | +13.4% |
| 5Y | +31.2% | +54.5% | -23.3% | -8.5% |
| 10Y | +61.0% | +210.5% | -149.5% | -22.7% |
| All | +61.0% | +212.2% | -151.1% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 10y: compounded portfolio wealth divided by compounded ALLE 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…
10y analysis · Full analysis span regression · 6 months rolling