+4,277.4%
MU vs BEN
+55.0%
+4,222.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.3% | -1.8% |
| 7D | -15.2% | +12.1% | -27.3% | -20.5% |
| 30D | -29.5% | +13.4% | -42.9% | -34.4% |
| 3M | -15.8% | +9.4% | -25.1% | -19.8% |
| 6M | -2.9% | +19.3% | -22.1% | -12.3% |
| YTD | +154.2% | +57.3% | +97.0% | +94.0% |
| 1Y | +186.6% | +69.1% | +117.5% | +109.8% |
| 3Y | +871.5% | +85.6% | +785.9% | +550.1% |
| 5Y | +911.7% | +32.9% | +878.7% | +709.6% |
| 10Y | +4,277.4% | +58.3% | +4,219.0% | +2,895.7% |
| All | +4,277.4% | +55.0% | +4,222.4% | +2,895.7% |
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