+14,854.2%
MO vs BEN
+4,913.3%
+9,940.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.5% | -4.4% | -1.5% |
| 7D | +0.3% | +0.2% | +0.1% | +0.2% |
| 30D | +0.6% | -0.5% | +1.2% | +0.7% |
| 3M | -1.0% | +9.7% | -10.7% | -3.0% |
| 6M | +4.3% | +33.9% | -29.6% | -1.9% |
| YTD | +23.3% | +49.0% | -25.7% | +13.4% |
| 1Y | +10.5% | +42.1% | -31.7% | +2.3% |
| 3Y | +96.3% | +51.9% | +44.4% | +76.1% |
| 5Y | +98.9% | +39.0% | +59.8% | +78.0% |
| 10Y | +103.6% | +57.9% | +45.7% | +71.0% |
| All | +14,854.2% | +4,913.3% | +9,940.8% | +5,163.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling