+84.3%
MKSI vs BEN
+36.0%
+48.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +2.7% | -3.1% | +5.8% | +5.3% |
| 30D | -12.8% | +0.2% | -13.0% | -12.9% |
| 3M | -22.5% | +6.8% | -29.4% | -26.3% |
| 6M | +19.4% | +38.1% | -18.7% | -8.1% |
| YTD | +67.7% | +44.3% | +23.4% | +23.3% |
| 1Y | +131.4% | +42.6% | +88.8% | +71.6% |
| 3Y | +197.3% | +52.3% | +145.0% | +101.5% |
| All | +84.3% | +36.0% | +48.3% | +32.1% |
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