+2,625.5%
UL vs RJF
+49,360.8%
-46,735.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | -0.1% | -0.9% |
| 7D | -1.3% | +1.8% | -3.1% | -1.6% |
| 30D | +0.9% | 0.0% | +0.9% | +0.9% |
| 3M | +14.2% | +18.0% | -3.7% | +11.0% |
| 6M | -3.2% | +17.0% | -20.2% | -5.9% |
| YTD | -0.3% | +11.1% | -11.4% | -2.5% |
| 1Y | -8.8% | +8.0% | -16.7% | -10.4% |
| 3Y | +23.9% | +73.3% | -49.4% | +10.5% |
| 5Y | +21.4% | +107.4% | -86.1% | +3.6% |
| 10Y | +66.7% | +428.5% | -361.8% | +16.5% |
| All | +2,625.5% | +49,360.8% | -46,735.3% | +893.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded RJF 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling