+40.4%
MAS vs BEN
+56.2%
-15.9%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +4.7% | +1.0% | +3.3% |
| 7D | +14.2% | +6.7% | +7.4% | +10.5% |
| 30D | +26.8% | +3.0% | +23.8% | +24.8% |
| 3M | +13.1% | -4.3% | +17.5% | +15.3% |
| 6M | +27.9% | +16.4% | +11.6% | +18.6% |
| YTD | +38.7% | +46.8% | -8.1% | +16.7% |
| 1Y | +40.4% | +57.3% | -17.0% | +16.2% |
| All | +40.4% | +56.2% | -15.9% | +16.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling