+69.9%
MSI vs BEN
+51.0%
+18.9%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -0.4% | -3.1% | +2.7% | -0.1% |
| 30D | -0.8% | +0.2% | -0.9% | -0.8% |
| 3M | +13.9% | +6.8% | +7.1% | +13.1% |
| 6M | +1.3% | +38.1% | -36.8% | -2.0% |
| YTD | +22.3% | +44.3% | -22.0% | +17.5% |
| 1Y | -3.9% | +42.6% | -46.4% | -7.6% |
| 3Y | +69.9% | +52.3% | +17.6% | +60.6% |
| All | +69.9% | +51.0% | +18.9% | +60.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling