+4,524.1%
MU vs BEN
+58.0%
+4,466.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -0.9% |
| 7D | +21.6% | +11.3% | +10.3% | +14.2% |
| 30D | -16.2% | +15.0% | -31.2% | -22.6% |
| 3M | -12.4% | +7.8% | -20.2% | -15.9% |
| 6M | +4.2% | +15.5% | -11.3% | -4.2% |
| YTD | +180.0% | +55.4% | +124.6% | +115.0% |
| 1Y | +226.4% | +63.3% | +163.1% | +143.8% |
| 3Y | +969.7% | +83.4% | +886.3% | +620.0% |
| 5Y | +957.9% | +28.1% | +929.9% | +763.8% |
| All | +4,524.1% | +58.0% | +4,466.1% | +3,000.4% |
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