+99.3%
MSI vs BEN
+42.4%
+56.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.0% |
| 7D | -5.8% | +4.7% | -10.4% | -6.7% |
| 30D | -1.0% | +2.6% | -3.6% | -1.6% |
| 3M | +14.2% | +11.5% | +2.7% | +11.3% |
| 6M | +1.0% | +35.3% | -34.3% | -5.9% |
| YTD | +21.5% | +48.6% | -27.2% | +10.5% |
| 1Y | -2.1% | +46.7% | -48.8% | -10.9% |
| 3Y | +69.3% | +57.0% | +12.3% | +48.1% |
| 5Y | +99.3% | +41.8% | +57.5% | +75.8% |
| All | +99.3% | +42.4% | +56.9% | +75.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling