+2,721.6%
UL vs BEN
+5,193.4%
-2,471.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.1% | -1.0% |
| 7D | -1.7% | +7.2% | -8.9% | -3.3% |
| 30D | +4.5% | +14.1% | -9.6% | +1.3% |
| 3M | +5.5% | +9.9% | -4.5% | +3.0% |
| 6M | +17.0% | +17.4% | -0.4% | +12.3% |
| YTD | +3.2% | +57.3% | -54.1% | -7.5% |
| 1Y | -1.9% | +66.9% | -68.8% | -13.2% |
| 3Y | +33.6% | +85.7% | -52.1% | +12.7% |
| 5Y | +31.5% | +31.2% | +0.3% | +17.9% |
| 10Y | +103.9% | +61.0% | +42.9% | +64.6% |
| All | +2,721.6% | +5,193.4% | -2,471.8% | +1,067.8% |
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 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