+554.8%
MA vs BEN
+70.4%
+484.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.3% | -5.9% | -1.9% |
| 7D | -0.3% | +12.2% | -12.5% | -4.7% |
| 30D | +11.3% | +12.1% | -0.8% | +6.5% |
| 3M | +16.7% | +7.3% | +9.4% | +13.3% |
| 6M | +32.8% | +17.9% | +14.9% | +23.9% |
| YTD | +15.6% | +55.4% | -39.8% | -3.5% |
| 1Y | +19.6% | +69.3% | -49.8% | -3.5% |
| 3Y | +72.1% | +82.8% | -10.7% | +29.5% |
| 5Y | +96.0% | +28.8% | +67.3% | +66.3% |
| 10Y | +554.8% | +53.9% | +500.9% | +343.3% |
| All | +554.8% | +70.4% | +484.3% | +343.3% |
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