+55.2%
BEN vs ALLY
+178.4%
-123.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.3% | +3.1% | +1.4% |
| 7D | +4.7% | +1.0% | +3.7% | +4.1% |
| 30D | +2.6% | -3.3% | +5.9% | +4.2% |
| 3M | +11.5% | +0.5% | +11.0% | +11.0% |
| 6M | +35.3% | +12.6% | +22.7% | +27.2% |
| YTD | +48.6% | -4.7% | +53.3% | +51.2% |
| 1Y | +46.7% | +5.2% | +41.5% | +41.5% |
| 3Y | +57.0% | +66.5% | -9.5% | +17.5% |
| 5Y | +41.8% | +0.2% | +41.6% | +30.0% |
| 10Y | +55.2% | +180.8% | -125.6% | -13.7% |
| All | +55.2% | +178.4% | -123.2% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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