+211.6%
MAS vs BEN
+58.0%
+153.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | +0.1% |
| 7D | +1.2% | +11.3% | -10.2% | -3.9% |
| 30D | +21.6% | +15.0% | +6.6% | +13.8% |
| 3M | +14.1% | +7.8% | +6.3% | +10.0% |
| 6M | +22.6% | +15.5% | +7.1% | +14.2% |
| YTD | +35.4% | +55.4% | -20.0% | +9.4% |
| 1Y | +37.5% | +63.3% | -25.8% | +8.5% |
| 3Y | +58.3% | +83.4% | -25.1% | +15.3% |
| 5Y | +39.1% | +28.1% | +11.0% | +16.7% |
| All | +211.6% | +58.0% | +153.6% | +117.4% |
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