+4,271.9%
MU vs BEN
+70.4%
+4,201.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +6.3% | -0.1% | +2.5% |
| 7D | -12.0% | +12.2% | -24.2% | -17.6% |
| 30D | -28.7% | +12.1% | -40.8% | -33.2% |
| 3M | -16.4% | +7.3% | -23.7% | -19.6% |
| 6M | -1.8% | +17.9% | -19.7% | -10.7% |
| YTD | +157.1% | +55.4% | +101.6% | +97.5% |
| 1Y | +208.5% | +69.3% | +139.2% | +125.8% |
| 3Y | +906.2% | +82.8% | +823.3% | +579.4% |
| 5Y | +893.4% | +28.8% | +864.6% | +709.4% |
| 10Y | +4,271.9% | +53.9% | +4,218.0% | +2,923.2% |
| All | +4,271.9% | +70.4% | +4,201.4% | +2,923.2% |
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 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