+64.4%
UL vs BEN
+56.6%
+7.7%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.7% | +0.6% |
| 7D | -3.4% | -3.1% | -0.3% | -2.8% |
| 30D | +0.5% | +0.2% | +0.3% | +0.4% |
| 3M | +7.2% | +6.8% | +0.4% | +5.8% |
| 6M | -3.1% | +38.1% | -41.2% | -9.0% |
| YTD | -2.7% | +44.3% | -47.1% | -9.6% |
| 1Y | -10.2% | +42.6% | -52.8% | -16.5% |
| 3Y | +20.3% | +52.3% | -32.1% | +8.4% |
| 5Y | +19.9% | +37.6% | -17.7% | +8.2% |
| All | +64.4% | +56.6% | +7.7% | +34.3% |
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