+1,306.6%
AAPL vs URA
+289.1%
+1,017.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.5% | -0.7% | +1.2% |
| 7D | +5.0% | +0.3% | +4.7% | +4.9% |
| 30D | +3.5% | -14.8% | +18.3% | +7.2% |
| 3M | +13.1% | -25.3% | +38.4% | +20.1% |
| 6M | +19.0% | -39.9% | +59.0% | +32.4% |
| YTD | +28.5% | -22.4% | +51.0% | +31.5% |
| 1Y | +29.7% | -29.0% | +58.7% | +35.3% |
| 3Y | +89.2% | +41.0% | +48.3% | +53.7% |
| 5Y | +141.2% | +38.3% | +102.9% | +89.1% |
| 10Y | +1,306.6% | +276.1% | +1,030.6% | +552.1% |
| All | +1,306.6% | +289.1% | +1,017.6% | +552.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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