+2,762.7%
UL vs BEN
+5,152.6%
-2,389.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.6% | +1.0% |
| 7D | +1.1% | +6.8% | -5.7% | -0.4% |
| 30D | +4.5% | +18.0% | -13.5% | +0.6% |
| 3M | +6.5% | +7.5% | -1.0% | +4.5% |
| 6M | +18.2% | +14.7% | +3.5% | +14.0% |
| YTD | +4.7% | +56.1% | -51.4% | -6.0% |
| 1Y | +0.8% | +69.6% | -68.8% | -11.2% |
| 3Y | +35.9% | +87.7% | -51.8% | +14.3% |
| 5Y | +33.4% | +28.6% | +4.8% | +20.2% |
| 10Y | +106.9% | +59.8% | +47.1% | +67.3% |
| All | +2,762.7% | +5,152.6% | -2,389.9% | +1,086.7% |
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