+2,653.9%
UL vs BEN
+4,913.3%
-2,259.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.5% | -3.6% | -0.8% |
| 7D | -1.3% | +0.2% | -1.6% | -1.4% |
| 30D | +0.5% | -0.5% | +1.0% | +0.6% |
| 3M | +17.6% | +9.7% | +7.9% | +15.0% |
| 6M | -5.4% | +33.9% | -39.3% | -11.7% |
| YTD | +0.7% | +49.0% | -48.3% | -8.4% |
| 1Y | -9.3% | +42.1% | -51.4% | -16.8% |
| 3Y | +24.5% | +51.9% | -27.3% | +10.0% |
| 5Y | +23.2% | +39.0% | -15.8% | +8.8% |
| 10Y | +64.5% | +57.9% | +6.6% | +33.2% |
| All | +2,653.9% | +4,913.3% | -2,259.5% | +1,056.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling