-6.1%
MP vs BEN
+30.9%
-37.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.2% | -4.6% | -4.3% |
| 7D | -3.6% | +12.1% | -15.8% | -11.6% |
| 30D | -21.0% | +13.4% | -34.4% | -28.0% |
| 3M | -33.3% | +9.4% | -42.7% | -37.6% |
| 6M | -45.9% | +19.3% | -65.2% | -52.8% |
| YTD | -27.8% | +57.3% | -85.1% | -49.4% |
| 1Y | -43.2% | +69.1% | -112.3% | -62.4% |
| 3Y | +144.0% | +85.6% | +58.4% | +38.2% |
| 5Y | -6.1% | +32.9% | -39.0% | -19.3% |
| All | -6.1% | +30.9% | -37.0% | -19.3% |
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