+564.0%
AEE vs URA
-49.7%
+613.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.8% | -0.5% |
| 7D | +0.2% | +2.9% | -2.7% | -0.2% |
| 30D | +9.7% | -10.8% | +20.5% | +10.8% |
| 3M | +5.8% | -25.5% | +31.3% | +8.7% |
| 6M | +4.5% | -41.2% | +45.7% | +9.6% |
| YTD | +15.8% | -21.3% | +37.1% | +16.9% |
| 1Y | +10.8% | -25.7% | +36.5% | +12.3% |
| 3Y | +62.8% | +43.1% | +19.7% | +48.9% |
| 5Y | +56.1% | +35.6% | +20.5% | +40.8% |
| 10Y | +216.4% | +281.3% | -64.9% | +127.1% |
| All | +564.0% | -49.7% | +613.7% | +534.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling