+51.8%
BEN vs UUUU
+495.2%
-443.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.3% | +5.0% | -0.6% |
| 7D | +0.3% | -5.0% | +5.3% | +0.9% |
| 30D | +0.9% | -7.8% | +8.7% | +1.7% |
| 3M | +9.2% | -0.4% | +9.6% | +8.6% |
| 6M | +36.8% | -32.9% | +69.7% | +41.1% |
| YTD | +44.4% | -6.3% | +50.6% | +40.7% |
| 1Y | +45.8% | +7.9% | +37.9% | +36.6% |
| 3Y | +52.5% | +85.2% | -32.7% | +25.8% |
| 5Y | +37.7% | +97.0% | -59.3% | +7.0% |
| All | +51.8% | +495.2% | -443.4% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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