+6,893.4%
URI vs BEN
+387.5%
+6,505.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.5% | -1.9% | -0.6% |
| 7D | -2.0% | +0.2% | -2.2% | -2.1% |
| 30D | -12.9% | -0.5% | -12.4% | -12.7% |
| 3M | -6.7% | +9.7% | -16.5% | -12.5% |
| 6M | +19.0% | +33.9% | -14.9% | -2.6% |
| YTD | +25.5% | +49.0% | -23.4% | -4.4% |
| 1Y | +5.5% | +42.1% | -36.6% | -17.6% |
| 3Y | +111.3% | +51.9% | +59.4% | +53.9% |
| 5Y | +198.6% | +39.0% | +159.5% | +125.6% |
| 10Y | +1,179.9% | +57.9% | +1,122.1% | +771.4% |
| All | +6,893.4% | +387.5% | +6,505.9% | +2,489.8% |
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