+207.2%
UMC vs BEN
+42.6%
+164.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.5% | +1.1% | +3.4% |
| 7D | +5.0% | +0.2% | +4.7% | +4.8% |
| 30D | +7.7% | -0.5% | +8.2% | +7.8% |
| 3M | +1.7% | +9.7% | -8.1% | -1.2% |
| 6M | +113.9% | +33.9% | +80.0% | +96.6% |
| YTD | +168.9% | +49.0% | +119.9% | +144.1% |
| 1Y | +207.2% | +42.1% | +165.1% | +178.7% |
| All | +207.2% | +42.6% | +164.6% | +178.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling