+54.4%
BEN vs URA
-31.1%
+85.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.8% | +2.7% | +3.3% |
| 7D | +0.2% | +1.1% | -0.8% | -0.1% |
| 30D | -0.5% | +7.4% | -7.9% | -3.1% |
| 3M | +9.7% | -8.4% | +18.1% | +12.0% |
| 6M | +33.9% | -12.7% | +46.6% | +37.5% |
| YTD | +49.0% | +7.8% | +41.2% | +40.5% |
| 1Y | +42.1% | +19.5% | +22.7% | +26.7% |
| 3Y | +51.9% | +116.4% | -64.5% | +3.2% |
| 5Y | +39.0% | +134.3% | -95.2% | -13.7% |
| 10Y | +57.9% | +359.3% | -301.4% | -31.0% |
| All | +54.4% | -31.1% | +85.5% | +25.0% |
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 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