+171.3%
MS vs BEN
+87.4%
+83.9%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -0.9% | -0.4% |
| 7D | +0.8% | +12.1% | -11.4% | -5.3% |
| 30D | -0.7% | +13.4% | -14.1% | -7.2% |
| 3M | -12.4% | +9.4% | -21.7% | -16.6% |
| 6M | -1.7% | +19.3% | -21.0% | -10.7% |
| YTD | +8.0% | +57.3% | -49.2% | -15.2% |
| 1Y | +16.2% | +69.1% | -52.9% | -12.2% |
| 3Y | +171.3% | +85.6% | +85.7% | +85.4% |
| All | +171.3% | +87.4% | +83.9% | +85.4% |
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 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