-66.6%
MARA vs BEN
+38.1%
-104.8%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +2.7% |
| 7D | +13.8% | +3.4% | +10.5% | +9.0% |
| 30D | +24.7% | +1.8% | +22.9% | +21.9% |
| 3M | -10.4% | +8.4% | -18.8% | -18.6% |
| 6M | +37.6% | +35.6% | +2.0% | -6.8% |
| YTD | +32.7% | +46.4% | -13.6% | -19.7% |
| 1Y | -25.2% | +46.3% | -71.5% | -55.1% |
| 3Y | +9.3% | +54.6% | -45.4% | -40.0% |
| All | -66.6% | +38.1% | -104.8% | -75.1% |
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