+8.9%
BEN vs ALLY
+98.1%
-89.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.7% | +6.4% | +5.5% |
| 7D | +6.6% | +0.9% | +5.7% | +6.1% |
| 30D | +3.8% | +3.1% | +0.8% | +2.3% |
| 3M | +0.2% | -12.6% | +12.8% | +6.8% |
| 6M | +10.4% | -12.4% | +22.9% | +17.3% |
| YTD | +46.2% | -13.2% | +59.3% | +55.4% |
| 1Y | +52.3% | +1.8% | +50.4% | +49.6% |
| 3Y | +65.9% | +58.0% | +8.0% | +27.8% |
| 5Y | +20.6% | -8.4% | +29.0% | +15.6% |
| 10Y | +64.8% | +195.3% | -130.5% | -14.1% |
| All | +8.9% | +98.1% | -89.2% | -35.9% |
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