+596.9%
MSI vs BEN
+53.7%
+543.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.9% | -0.2% |
| 7D | -4.0% | +3.4% | -7.3% | -4.9% |
| 30D | -0.5% | +1.8% | -2.2% | -1.0% |
| 3M | +11.4% | +8.4% | +3.0% | +8.4% |
| 6M | +1.0% | +35.6% | -34.7% | -8.4% |
| YTD | +20.7% | +46.4% | -25.7% | +6.7% |
| 1Y | -2.7% | +46.3% | -49.0% | -14.1% |
| 3Y | +68.2% | +54.6% | +13.6% | +41.3% |
| 5Y | +100.0% | +39.4% | +60.6% | +68.9% |
| 10Y | +596.9% | +57.6% | +539.3% | +400.6% |
| All | +596.9% | +53.7% | +543.2% | +400.6% |
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