+11.0%
BEN vs ALLY
+124.8%
-113.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.4% |
| 7D | +0.2% | +3.7% | -3.4% | -1.5% |
| 30D | -0.5% | -2.3% | +1.7% | +0.5% |
| 3M | +9.7% | +3.8% | +5.9% | +7.5% |
| 6M | +33.9% | +9.7% | +24.2% | +27.5% |
| YTD | +49.0% | -1.4% | +50.4% | +49.1% |
| 1Y | +42.1% | +8.2% | +33.9% | +35.3% |
| 3Y | +51.9% | +66.5% | -14.6% | +13.9% |
| 5Y | +39.0% | +1.2% | +37.8% | +26.9% |
| 10Y | +57.9% | +191.4% | -133.6% | -17.1% |
| All | +11.0% | +124.8% | -113.9% | -38.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling