+29.3%
BEN vs ALLY
-10.0%
+39.3%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | 0.0% |
| 7D | +6.8% | +0.4% | +6.4% | +6.6% |
| 30D | +18.0% | +5.2% | +12.7% | +15.0% |
| 3M | +7.5% | -13.3% | +20.8% | +15.1% |
| 6M | +14.7% | -6.7% | +21.4% | +18.3% |
| YTD | +56.1% | -12.8% | +68.9% | +65.8% |
| 1Y | +69.6% | +0.7% | +68.9% | +67.5% |
| 3Y | +87.7% | +65.2% | +22.5% | +39.5% |
| All | +29.3% | -10.0% | +39.3% | +28.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling