+254.1%
MP vs BEN
+111.8%
+142.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.7% | +0.2% | +1.7% |
| 7D | -10.5% | +6.6% | -17.1% | -14.6% |
| 30D | -23.5% | +3.8% | -27.4% | -25.5% |
| 3M | -25.4% | +0.2% | -25.7% | -25.6% |
| 6M | -51.3% | +10.4% | -61.7% | -54.7% |
| YTD | -29.9% | +46.2% | -76.1% | -46.9% |
| 1Y | -31.8% | +52.3% | -84.1% | -50.1% |
| 3Y | +127.0% | +65.9% | +61.0% | +48.4% |
| 5Y | -3.3% | +20.6% | -23.8% | -20.4% |
| All | +254.1% | +111.8% | +142.3% | +120.4% |
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