+45.2%
UBER vs BEN
+53.1%
-7.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -2.3% |
| 7D | -7.0% | +3.4% | -10.4% | -8.1% |
| 30D | -8.9% | +1.8% | -10.7% | -9.5% |
| 3M | +1.0% | +8.4% | -7.4% | -2.1% |
| 6M | -3.7% | +35.6% | -39.4% | -14.3% |
| YTD | -13.0% | +46.4% | -59.4% | -25.1% |
| 1Y | -25.5% | +46.3% | -71.9% | -36.0% |
| All | +45.2% | +53.1% | -7.8% | +18.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling