+542.0%
MS vs BEN
+58.7%
+483.2%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.3% | +0.5% |
| 7D | +5.1% | +6.8% | -1.7% | +0.9% |
| 30D | +5.7% | +18.0% | -12.3% | -4.6% |
| 3M | -12.2% | +7.5% | -19.6% | -16.1% |
| 6M | -0.5% | +14.7% | -15.2% | -8.9% |
| YTD | +9.8% | +56.1% | -46.3% | -17.1% |
| 1Y | +17.7% | +69.6% | -51.9% | -15.6% |
| 3Y | +176.8% | +87.7% | +89.1% | +79.1% |
| 5Y | +123.7% | +28.6% | +95.1% | +79.1% |
| All | +542.0% | +58.7% | +483.2% | +295.0% |
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 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