+51.8%
BEN vs MOH
+264.4%
-212.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -2.0% | -0.3% |
| 7D | -3.1% | +1.7% | -4.8% | -3.3% |
| 30D | +0.2% | -0.9% | +1.1% | +0.2% |
| 3M | +6.8% | +5.7% | +1.1% | +5.7% |
| 6M | +38.1% | +39.1% | -1.0% | +31.1% |
| YTD | +44.3% | +17.7% | +26.7% | +38.9% |
| 1Y | +42.6% | +8.4% | +34.2% | +38.1% |
| 3Y | +52.3% | -36.6% | +88.9% | +55.4% |
| 5Y | +37.6% | -19.1% | +56.7% | +32.8% |
| All | +51.8% | +264.4% | -212.6% | +25.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling