+65.9%
BEN vs ALLE
+88.9%
-22.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.9% | +5.7% | +5.1% |
| 7D | +6.6% | -0.6% | +7.2% | +6.9% |
| 30D | +3.8% | +25.3% | -21.5% | -5.3% |
| 3M | +0.2% | +10.3% | -10.1% | -3.7% |
| 6M | +10.4% | +38.0% | -27.6% | -4.3% |
| YTD | +46.2% | +17.8% | +28.4% | +34.8% |
| 1Y | +52.3% | +13.6% | +38.6% | +43.2% |
| 3Y | +65.9% | +89.2% | -23.3% | +6.4% |
| All | +65.9% | +88.9% | -22.9% | +6.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling