+72,065.9%
MU vs BEN
+4,818.7%
+67,247.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.7% | +0.4% | +2.5% |
| 7D | -22.0% | +6.6% | -28.6% | -24.6% |
| 30D | -36.6% | +3.8% | -40.4% | -37.7% |
| 3M | -21.7% | +0.2% | -21.9% | -21.6% |
| 6M | +3.5% | +10.4% | -6.9% | -1.7% |
| YTD | +141.9% | +46.2% | +95.8% | +95.5% |
| 1Y | +189.8% | +52.3% | +137.6% | +129.1% |
| 3Y | +855.4% | +65.9% | +789.4% | +601.8% |
| 5Y | +869.2% | +20.6% | +848.6% | +742.5% |
| 10Y | +4,142.8% | +64.8% | +4,078.0% | +2,774.4% |
| All | +72,065.9% | +4,818.7% | +67,247.2% | +10,857.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling