+569.6%
MA vs BEN
+60.1%
+509.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -1.8% | +7.2% | -9.0% | -4.4% |
| 30D | +11.0% | +14.1% | -3.1% | +5.5% |
| 3M | +17.9% | +9.9% | +7.9% | +13.4% |
| 6M | +33.2% | +17.4% | +15.8% | +24.4% |
| YTD | +16.5% | +57.3% | -40.8% | -3.3% |
| 1Y | +19.1% | +66.9% | -47.8% | -3.4% |
| 3Y | +70.6% | +85.7% | -15.1% | +27.6% |
| 5Y | +92.1% | +31.2% | +60.9% | +61.9% |
| 10Y | +569.6% | +61.0% | +508.5% | +350.6% |
| All | +569.6% | +60.1% | +509.5% | +350.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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