+139,199.1%
MSFT vs BEN
+5,193.4%
+134,005.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -6.2% | +7.2% | -13.4% | -8.6% |
| 30D | -3.7% | +14.1% | -17.8% | -8.2% |
| 3M | +3.6% | +9.9% | -6.3% | 0.0% |
| 6M | +26.8% | +17.4% | +9.4% | +19.3% |
| YTD | +8.4% | +57.3% | -48.9% | -8.4% |
| 1Y | +3.3% | +66.9% | -63.6% | -14.7% |
| 3Y | +44.3% | +85.7% | -41.4% | +11.1% |
| 5Y | +63.3% | +31.2% | +32.1% | +40.4% |
| 10Y | +894.4% | +61.0% | +833.3% | +635.3% |
| All | +139,199.1% | +5,193.4% | +134,005.7% | +29,003.7% |
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