+37.7%
BEN vs UUUU
+111.0%
-73.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.3% | +5.0% | -0.7% |
| 7D | +0.3% | -5.0% | +5.3% | +0.9% |
| 30D | +0.9% | -7.8% | +8.7% | +1.6% |
| 3M | +9.2% | -0.4% | +9.6% | +8.6% |
| 6M | +36.8% | -32.9% | +69.7% | +40.7% |
| YTD | +44.4% | -6.3% | +50.6% | +40.5% |
| 1Y | +45.8% | +7.9% | +37.9% | +36.1% |
| 3Y | +52.5% | +85.2% | -32.7% | +24.1% |
| 5Y | +37.7% | +97.0% | -59.3% | +6.5% |
| All | +37.7% | +111.0% | -73.3% | +6.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling