+42.1%
BEN vs MOH
+18.1%
+24.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.0% | +4.6% | +3.5% |
| 7D | +0.2% | +0.4% | -0.2% | +0.2% |
| 30D | -0.5% | +2.9% | -3.4% | -0.6% |
| 3M | +9.7% | +4.1% | +5.6% | +9.7% |
| 6M | +33.9% | +33.8% | +0.1% | +34.0% |
| YTD | +49.0% | +15.7% | +33.3% | +49.4% |
| 1Y | +42.1% | +17.5% | +24.6% | +42.7% |
| All | +42.1% | +18.1% | +24.0% | +42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 1y: compounded portfolio wealth divided by compounded MOH 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…
1y analysis · Full analysis span regression · 6 months rolling