+76.2%
UBER vs BEN
+40.0%
+36.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -2.1% |
| 7D | -7.0% | +3.4% | -10.4% | -8.5% |
| 30D | -8.9% | +1.8% | -10.7% | -9.7% |
| 3M | +1.0% | +8.4% | -7.4% | -3.2% |
| 6M | -3.7% | +35.6% | -39.4% | -17.7% |
| YTD | -13.0% | +46.4% | -59.4% | -28.8% |
| 1Y | -25.5% | +46.3% | -71.9% | -39.3% |
| 3Y | +50.5% | +54.6% | -4.2% | +14.5% |
| 5Y | +76.2% | +39.4% | +36.8% | +38.5% |
| All | +76.2% | +40.0% | +36.2% | +38.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling