+87.3%
MSFU vs BEN
+72.7%
+14.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.5% |
| 7D | -4.9% | +11.3% | -16.3% | -10.4% |
| 30D | -9.1% | +15.0% | -24.1% | -15.5% |
| 3M | +8.7% | +7.8% | +0.8% | +4.3% |
| 6M | +48.3% | +15.5% | +32.8% | +37.4% |
| YTD | -1.6% | +55.4% | -57.0% | -22.1% |
| 1Y | -13.6% | +63.3% | -76.9% | -33.4% |
| 3Y | +20.2% | +83.4% | -63.2% | -19.6% |
| All | +87.3% | +72.7% | +14.6% | +24.9% |
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