+35.4%
MSI vs BEN
+72.3%
-36.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.2% |
| 7D | +7.4% | +12.1% | -4.7% | +6.9% |
| 30D | +18.7% | +13.4% | +5.3% | +18.0% |
| 3M | +14.5% | +9.4% | +5.1% | +13.9% |
| 6M | +38.1% | +19.3% | +18.9% | +36.2% |
| YTD | +38.7% | +57.3% | -18.5% | +29.9% |
| 1Y | +35.4% | +69.1% | -33.7% | +23.9% |
| All | +35.4% | +72.3% | -36.9% | +23.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling