+260.9%
UMC vs BEN
+414.7%
-153.8%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.3% | +5.2% |
| 7D | +6.6% | +4.7% | +1.9% | +3.8% |
| 30D | +16.6% | +2.6% | +14.0% | +14.7% |
| 3M | +11.0% | +11.5% | -0.5% | +4.0% |
| 6M | +131.3% | +35.3% | +96.0% | +92.8% |
| YTD | +182.5% | +48.6% | +133.9% | +120.5% |
| 1Y | +222.3% | +46.7% | +175.6% | +151.8% |
| 3Y | +253.0% | +57.0% | +196.0% | +149.0% |
| 5Y | +141.8% | +41.8% | +100.0% | +76.4% |
| 10Y | +1,772.2% | +55.2% | +1,717.0% | +962.5% |
| All | +260.9% | +414.7% | -153.8% | -56.5% |
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