+74.4%
BEN vs UUUU
-91.9%
+166.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.3% | -0.3% |
| 7D | +4.7% | +2.8% | +1.9% | +4.4% |
| 30D | +2.6% | +3.4% | -0.8% | +2.2% |
| 3M | +11.5% | -3.9% | +15.4% | +11.4% |
| 6M | +35.3% | -23.2% | +58.5% | +36.9% |
| YTD | +48.6% | +0.6% | +48.1% | +45.4% |
| 1Y | +46.7% | +22.9% | +23.8% | +39.1% |
| 3Y | +57.0% | +98.6% | -41.6% | +38.1% |
| 5Y | +41.8% | +130.2% | -88.4% | +19.7% |
| 10Y | +55.2% | +519.5% | -464.3% | +11.9% |
| All | +74.4% | -91.9% | +166.3% | +22.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling