+84.8%
BEN vs MSTZ
-99.1%
+183.9%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.8% | +3.7% | -0.2% |
| 7D | -3.1% | +17.0% | -20.2% | -2.2% |
| 30D | +0.2% | -61.8% | +62.0% | -4.0% |
| 3M | +6.8% | -54.6% | +61.4% | +4.7% |
| 6M | +38.1% | -59.3% | +97.4% | +36.7% |
| YTD | +44.3% | -74.6% | +118.9% | +43.0% |
| 1Y | +42.6% | -18.8% | +61.4% | +53.6% |
| All | +84.8% | -99.1% | +183.9% | +77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 MSTZ 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