+287.6%
MP vs BEN
+126.2%
+161.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.4% | +3.1% | +3.2% |
| 7D | +9.5% | +6.8% | +2.7% | +4.6% |
| 30D | -3.0% | +18.0% | -21.0% | -13.5% |
| 3M | -30.4% | +7.5% | -37.8% | -33.8% |
| 6M | -39.2% | +14.7% | -53.9% | -44.9% |
| YTD | -23.3% | +56.1% | -79.4% | -44.5% |
| 1Y | -32.6% | +69.6% | -102.2% | -54.1% |
| 3Y | +159.3% | +87.7% | +71.6% | +54.8% |
| 5Y | -16.4% | +28.6% | -45.1% | -34.4% |
| All | +287.6% | +126.2% | +161.4% | +130.6% |
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