+253.9%
UMC vs BEN
+51.0%
+202.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -2.1% |
| 7D | +11.4% | +0.3% | +11.1% | +11.3% |
| 30D | +16.8% | +0.9% | +15.9% | +16.5% |
| 3M | +19.1% | +9.2% | +9.9% | +16.3% |
| 6M | +137.4% | +36.8% | +100.7% | +119.4% |
| YTD | +186.4% | +44.4% | +142.0% | +159.7% |
| 1Y | +229.1% | +45.8% | +183.2% | +197.1% |
| All | +253.9% | +51.0% | +202.9% | +211.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling