+87.7%
BEN vs URA
+35.4%
+52.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.1% | +0.7% |
| 7D | +6.8% | -1.5% | +8.3% | +7.1% |
| 30D | +18.0% | -10.4% | +28.4% | +20.2% |
| 3M | +7.5% | -29.6% | +37.1% | +13.8% |
| 6M | +14.7% | -40.3% | +55.0% | +24.1% |
| YTD | +56.1% | -25.5% | +81.6% | +61.2% |
| 1Y | +69.6% | -26.4% | +96.0% | +75.1% |
| 3Y | +87.7% | +31.4% | +56.2% | +67.0% |
| All | +87.7% | +35.4% | +52.3% | +67.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling