+58.3%
BEN vs URA
+289.1%
-230.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +2.5% | +5.1% | +6.9% |
| 7D | +12.1% | +0.3% | +11.8% | +12.1% |
| 30D | +13.4% | -14.8% | +28.2% | +18.7% |
| 3M | +9.4% | -25.3% | +34.7% | +18.5% |
| 6M | +19.3% | -39.9% | +59.2% | +36.6% |
| YTD | +57.3% | -22.4% | +79.7% | +63.7% |
| 1Y | +69.1% | -29.0% | +98.1% | +80.1% |
| 3Y | +85.6% | +41.0% | +44.6% | +48.2% |
| 5Y | +32.9% | +38.3% | -5.4% | +2.3% |
| 10Y | +58.3% | +276.1% | -217.7% | -18.0% |
| All | +58.3% | +289.1% | -230.7% | -18.0% |
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