+11.0%
BEN vs ALLE
+260.9%
-249.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.5% | +2.9% |
| 7D | +0.2% | -0.2% | +0.5% | +0.4% |
| 30D | -0.5% | -6.8% | +6.3% | +3.8% |
| 3M | +9.7% | +21.0% | -11.3% | -3.8% |
| 6M | +33.9% | +1.1% | +32.8% | +30.7% |
| YTD | +49.0% | -0.5% | +49.5% | +45.7% |
| 1Y | +42.1% | -7.3% | +49.4% | +44.9% |
| 3Y | +51.9% | +42.3% | +9.6% | +14.6% |
| 5Y | +39.0% | +13.5% | +25.6% | +19.9% |
| 10Y | +57.9% | +144.0% | -86.2% | -15.0% |
| All | +11.0% | +260.9% | -249.9% | -50.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling