+67.6%
UBER vs BEN
+52.9%
+14.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.6% |
| 7D | +1.6% | +6.8% | -5.2% | -1.2% |
| 30D | +0.6% | +18.0% | -17.4% | -6.3% |
| 3M | -8.2% | +7.5% | -15.6% | -11.1% |
| 6M | -6.7% | +14.7% | -21.4% | -12.6% |
| YTD | -14.7% | +56.1% | -70.8% | -30.5% |
| 1Y | -24.1% | +69.6% | -93.7% | -40.4% |
| 3Y | +33.4% | +87.7% | -54.3% | -3.3% |
| 5Y | +54.5% | +28.6% | +25.8% | +28.9% |
| All | +67.6% | +52.9% | +14.7% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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