+1,371.2%
MU vs BEN
+57.6%
+1,313.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.5% | +2.6% | +4.2% |
| 7D | +9.0% | +0.2% | +8.7% | +8.9% |
| 30D | +13.8% | -0.5% | +14.4% | +14.2% |
| 3M | +2.1% | +9.7% | -7.6% | -2.6% |
| 6M | +153.8% | +33.9% | +119.9% | +118.5% |
| YTD | +256.4% | +49.0% | +207.4% | +188.2% |
| 1Y | +719.8% | +42.1% | +677.6% | +576.9% |
| All | +1,371.2% | +57.6% | +1,313.7% | +983.6% |
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