+154.7%
UMC vs BEN
+440.5%
-285.8%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.5% |
| 7D | +11.2% | +6.8% | +4.4% | +7.0% |
| 30D | -28.0% | +18.0% | -46.0% | -34.6% |
| 3M | -20.5% | +7.5% | -28.0% | -23.7% |
| 6M | -1.6% | +14.7% | -16.3% | -9.3% |
| YTD | +99.4% | +56.1% | +43.3% | +51.6% |
| 1Y | +120.4% | +69.6% | +50.8% | +59.4% |
| 3Y | +134.2% | +87.7% | +46.6% | +48.9% |
| 5Y | +78.8% | +28.6% | +50.2% | +40.7% |
| 10Y | +1,280.4% | +59.8% | +1,220.6% | +686.8% |
| All | +154.7% | +440.5% | -285.8% | -70.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling