+82.6%
AAPL vs URA
+117.9%
-35.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -2.6% |
| 7D | +0.1% | +1.1% | -1.0% | -0.1% |
| 30D | +3.0% | +7.4% | -4.4% | +2.0% |
| 3M | +2.9% | -8.4% | +11.3% | +3.7% |
| 6M | +22.1% | -12.7% | +34.8% | +23.3% |
| YTD | +18.0% | +7.8% | +10.2% | +15.2% |
| 1Y | +33.9% | +19.5% | +14.5% | +27.6% |
| All | +82.6% | +117.9% | -35.3% | +53.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling