+779.7%
MSCI vs BEN
+70.4%
+709.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.3% | -5.5% | -1.6% |
| 7D | +1.5% | +12.2% | -10.7% | -3.1% |
| 30D | +14.4% | +12.1% | +2.3% | +9.3% |
| 3M | +15.2% | +7.3% | +7.9% | +11.8% |
| 6M | +11.2% | +17.9% | -6.7% | +3.6% |
| YTD | +13.9% | +55.4% | -41.5% | -5.6% |
| 1Y | +12.5% | +69.3% | -56.8% | -10.0% |
| 3Y | +32.3% | +82.8% | -50.5% | -0.5% |
| 5Y | +4.9% | +28.8% | -23.9% | -11.1% |
| 10Y | +779.7% | +53.9% | +725.8% | +551.9% |
| All | +779.7% | +70.4% | +709.3% | +551.9% |
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