+55.2%
BEN vs URA
+371.9%
-316.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.1% | -3.4% | -1.1% |
| 7D | +4.7% | +8.1% | -3.4% | +2.3% |
| 30D | +2.6% | +5.8% | -3.2% | +0.7% |
| 3M | +11.5% | +3.4% | +8.1% | +9.7% |
| 6M | +35.3% | -2.6% | +37.9% | +34.2% |
| YTD | +48.6% | +11.2% | +37.5% | +39.8% |
| 1Y | +46.7% | +19.8% | +26.9% | +32.2% |
| 3Y | +57.0% | +121.5% | -64.4% | +9.2% |
| 5Y | +41.8% | +134.5% | -92.6% | -8.7% |
| 10Y | +55.2% | +376.7% | -321.5% | -20.3% |
| All | +55.2% | +371.9% | -316.7% | -20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 10y: compounded portfolio wealth divided by compounded URA 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…
10y analysis · Full analysis span regression · 6 months rolling