+228.4%
UNH vs BEN
+56.6%
+171.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.3% | -2.4% |
| 7D | -4.5% | -3.1% | -1.4% | -3.8% |
| 30D | -6.5% | +0.2% | -6.7% | -6.6% |
| 3M | -6.0% | +6.8% | -12.8% | -7.7% |
| 6M | +33.7% | +38.1% | -4.4% | +22.9% |
| YTD | +16.4% | +44.3% | -28.0% | +5.6% |
| 1Y | +10.1% | +42.6% | -32.5% | 0.0% |
| 3Y | -16.3% | +52.3% | -68.6% | -26.9% |
| 5Y | +2.1% | +37.6% | -35.5% | -11.5% |
| All | +228.4% | +56.6% | +171.7% | +148.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling