+240.3%
UMC vs BEN
+45.3%
+195.0%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | +9.0% | -3.1% | +12.1% | +10.2% |
| 30D | +17.2% | +0.2% | +17.1% | +17.1% |
| 3M | +11.4% | +6.8% | +4.6% | +9.2% |
| 6M | +137.5% | +38.1% | +99.4% | +121.7% |
| YTD | +193.1% | +44.3% | +148.8% | +168.8% |
| 1Y | +240.3% | +42.6% | +197.7% | +208.7% |
| All | +240.3% | +45.3% | +195.0% | +208.7% |
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