+1,560.4%
BEN vs MDY
+2,662.7%
-1,102.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.4% | +3.4% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | -0.5% | -1.5% | +0.9% | +1.1% |
| 3M | +9.7% | +0.8% | +9.0% | +8.7% |
| 6M | +33.9% | +7.4% | +26.5% | +23.4% |
| YTD | +49.0% | +15.2% | +33.8% | +26.9% |
| 1Y | +42.1% | +16.5% | +25.6% | +19.1% |
| 3Y | +51.9% | +46.8% | +5.1% | -2.2% |
| 5Y | +39.0% | +46.0% | -7.0% | -8.5% |
| 10Y | +57.9% | +172.1% | -114.2% | -49.3% |
| All | +1,560.4% | +2,662.7% | -1,102.3% | -48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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