-37.5%
MUZ vs BEN
+8.4%
-45.9%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +4.7% | -14.6% | -0.7% |
| 7D | +45.8% | +6.6% | +39.2% | +64.7% |
| 30D | +99.8% | +3.8% | +96.0% | +117.4% |
| 3M | +12.0% | +0.2% | +11.8% | +16.7% |
| All | -37.5% | +8.4% | -45.9% | -23.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling