+189.2%
MAGS vs BEN
+62.7%
+126.5%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -2.0% | +7.2% | -9.2% | -4.3% |
| 30D | -6.9% | +14.1% | -21.0% | -11.0% |
| 3M | +0.7% | +9.9% | -9.3% | -2.7% |
| 6M | -0.8% | +17.4% | -18.2% | -6.3% |
| YTD | +4.4% | +57.3% | -52.9% | -10.8% |
| 1Y | +3.9% | +66.9% | -63.0% | -13.0% |
| 3Y | +122.7% | +85.7% | +37.0% | +70.9% |
| All | +189.2% | +62.7% | +126.5% | +139.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling