+215.9%
MAS vs BEN
+62.2%
+153.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.7% | -6.6% | -4.1% |
| 7D | +2.0% | +6.6% | -4.6% | -1.1% |
| 30D | +19.4% | +3.8% | +15.5% | +17.2% |
| 3M | +9.4% | +0.2% | +9.2% | +9.1% |
| 6M | +15.3% | +10.4% | +4.9% | +9.7% |
| YTD | +31.3% | +46.2% | -14.9% | +9.5% |
| 1Y | +34.9% | +52.3% | -17.4% | +10.1% |
| 3Y | +58.6% | +65.9% | -7.3% | +21.5% |
| 5Y | +40.7% | +20.6% | +20.1% | +21.6% |
| All | +215.9% | +62.2% | +153.7% | +127.4% |
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