+847.8%
MU vs BEN
+19.4%
+828.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.7% | +0.4% | +2.1% |
| 7D | -22.0% | +6.6% | -28.6% | -25.0% |
| 30D | -36.6% | +3.8% | -40.4% | -37.9% |
| 3M | -21.7% | +0.2% | -21.9% | -21.6% |
| 6M | +3.5% | +10.4% | -6.9% | -2.6% |
| YTD | +141.9% | +46.2% | +95.8% | +88.5% |
| 1Y | +189.8% | +52.3% | +137.6% | +119.9% |
| 3Y | +855.4% | +65.9% | +789.4% | +548.1% |
| All | +847.8% | +19.4% | +828.4% | +712.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling