-48.3%
MUZ vs BEN
+8.8%
-57.1%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | +4.7% | +9.6% | +21.0% |
| 7D | +47.2% | +6.7% | +40.5% | +61.3% |
| 30D | +57.1% | +3.0% | +54.1% | +63.3% |
| 3M | -5.3% | -4.3% | -0.9% | -12.2% |
| All | -48.3% | +8.8% | -57.1% | -38.0% |
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 1y: 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…
1y analysis · Full analysis span regression · Available span rolling