+159.3%
MP vs BEN
+86.4%
+72.9%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.4% | +3.1% | +3.3% |
| 7D | +9.5% | +6.8% | +2.7% | +5.9% |
| 30D | -3.0% | +18.0% | -21.0% | -10.6% |
| 3M | -30.4% | +7.5% | -37.8% | -32.8% |
| 6M | -39.2% | +14.7% | -53.9% | -43.2% |
| YTD | -23.3% | +56.1% | -79.4% | -38.4% |
| 1Y | -32.6% | +69.6% | -102.2% | -48.0% |
| 3Y | +159.3% | +87.7% | +71.6% | +80.0% |
| All | +159.3% | +86.4% | +72.9% | +80.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling