+950.8%
MU vs BEN
+86.4%
+864.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -3.0% | -2.8% |
| 7D | +12.8% | +6.8% | +6.0% | +8.6% |
| 30D | -14.9% | +18.0% | -32.8% | -22.2% |
| 3M | -18.0% | +7.5% | -25.5% | -21.1% |
| 6M | -3.1% | +14.7% | -17.8% | -10.1% |
| YTD | +172.9% | +56.1% | +116.8% | +113.6% |
| 1Y | +228.8% | +69.6% | +159.3% | +146.2% |
| 3Y | +950.8% | +87.7% | +863.2% | +629.6% |
| All | +950.8% | +86.4% | +864.5% | +629.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling