+7,210.0%
URI vs BEN
+378.3%
+6,831.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.7% | -3.6% | -1.8% |
| 7D | -9.8% | +6.6% | -16.4% | -13.6% |
| 30D | +1.7% | +3.8% | -2.1% | -0.9% |
| 3M | -9.1% | +0.2% | -9.3% | -9.5% |
| 6M | +9.9% | +10.4% | -0.6% | +2.1% |
| YTD | +31.2% | +46.2% | -14.9% | +0.9% |
| 1Y | +25.9% | +52.3% | -26.3% | -5.8% |
| 3Y | +147.4% | +65.9% | +81.4% | +69.5% |
| 5Y | +179.7% | +20.6% | +159.2% | +132.7% |
| 10Y | +1,419.5% | +64.8% | +1,354.8% | +906.1% |
| All | +7,210.0% | +378.3% | +6,831.7% | +2,632.0% |
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 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