+51.5%
BEN vs URA
-51.6%
+103.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.4% | +0.3% | +3.3% |
| 7D | +6.6% | -4.1% | +10.7% | +8.1% |
| 30D | +3.8% | -19.0% | +22.9% | +11.1% |
| 3M | +0.2% | -25.1% | +25.4% | +9.4% |
| 6M | +10.4% | -44.5% | +54.9% | +31.9% |
| YTD | +46.2% | -24.3% | +70.5% | +54.1% |
| 1Y | +52.3% | -28.1% | +80.4% | +62.5% |
| 3Y | +65.9% | +40.7% | +25.3% | +30.3% |
| 5Y | +20.6% | +35.5% | -14.9% | -8.1% |
| 10Y | +64.8% | +281.2% | -216.4% | -24.8% |
| All | +51.5% | -51.6% | +103.1% | +37.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling