+53.9%
BEN vs ALLY
+201.0%
-147.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.9% | +5.4% | +5.9% |
| 7D | +12.2% | -0.2% | +12.4% | +12.3% |
| 30D | +12.1% | +3.4% | +8.6% | +10.3% |
| 3M | +7.3% | -11.1% | +18.4% | +13.4% |
| 6M | +17.9% | -11.5% | +29.4% | +24.6% |
| YTD | +55.4% | -12.3% | +67.8% | +64.5% |
| 1Y | +69.3% | +1.1% | +68.2% | +67.1% |
| 3Y | +82.8% | +64.8% | +18.0% | +38.1% |
| 5Y | +28.8% | -6.9% | +35.7% | +22.6% |
| 10Y | +53.9% | +194.9% | -141.1% | -11.1% |
| All | +53.9% | +201.0% | -147.1% | -11.1% |
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