+115.0%
UMC vs BEN
+56.2%
+58.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.7% | -6.7% | -3.7% |
| 7D | -14.7% | +6.7% | -21.4% | -16.7% |
| 30D | -32.9% | +3.0% | -35.9% | -33.6% |
| 3M | -22.2% | -4.3% | -17.8% | -21.0% |
| 6M | +25.9% | +16.4% | +9.5% | +21.1% |
| YTD | +107.9% | +46.8% | +61.1% | +92.6% |
| 1Y | +115.0% | +57.3% | +57.7% | +99.0% |
| All | +115.0% | +56.2% | +58.8% | +99.0% |
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