+1,213.1%
URI vs BEN
+60.1%
+1,153.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.1% | +4.1% |
| 7D | +2.6% | +7.2% | -4.6% | -2.1% |
| 30D | +9.1% | +14.1% | -5.0% | -0.5% |
| 3M | +1.0% | +9.9% | -8.9% | -5.6% |
| 6M | +23.3% | +17.4% | +6.0% | +9.3% |
| YTD | +43.3% | +57.3% | -14.0% | +2.1% |
| 1Y | +35.9% | +66.9% | -31.0% | -7.2% |
| 3Y | +158.6% | +85.7% | +73.0% | +56.5% |
| 5Y | +213.1% | +31.2% | +181.9% | +139.9% |
| 10Y | +1,213.1% | +61.0% | +1,152.0% | +678.0% |
| All | +1,213.1% | +60.1% | +1,153.0% | +678.0% |
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