+36.4%
UPS vs BEN
+56.6%
-20.3%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -2.0% | -3.1% | +1.1% | -0.8% |
| 30D | -2.0% | +0.2% | -2.1% | -2.1% |
| 3M | -6.2% | +6.8% | -13.1% | -8.7% |
| 6M | +2.8% | +38.1% | -35.3% | -9.6% |
| YTD | +5.9% | +44.3% | -38.4% | -8.6% |
| 1Y | +26.2% | +42.6% | -16.3% | +9.2% |
| 3Y | -26.0% | +52.3% | -78.3% | -39.0% |
| 5Y | -34.3% | +37.6% | -71.9% | -45.1% |
| All | +36.4% | +56.6% | -20.3% | +5.1% |
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 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