+4,456.3%
MSI vs BEN
+5,193.4%
-737.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +7.7% | +7.2% | +0.5% | +4.6% |
| 30D | +19.9% | +14.1% | +5.8% | +13.5% |
| 3M | +14.9% | +9.9% | +5.0% | +10.2% |
| 6M | +37.2% | +17.4% | +19.8% | +27.7% |
| YTD | +40.8% | +57.3% | -16.5% | +15.7% |
| 1Y | +38.1% | +66.9% | -28.8% | +10.8% |
| 3Y | +77.7% | +85.7% | -8.0% | +30.3% |
| 5Y | +129.0% | +31.2% | +97.8% | +88.0% |
| 10Y | +671.3% | +61.0% | +610.2% | +432.4% |
| All | +4,456.3% | +5,193.4% | -737.2% | +895.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling