+33.4%
AG vs URA
-32.2%
+65.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.1% | +10.2% | +10.1% |
| 7D | -2.6% | -10.5% | +7.9% | +7.7% |
| 30D | -12.1% | -18.6% | +6.5% | +5.7% |
| 3M | -6.6% | -23.0% | +16.4% | +17.8% |
| 6M | -20.5% | -40.3% | +19.8% | +25.9% |
| YTD | -7.4% | -23.5% | +16.0% | +33.0% |
| 1Y | +33.4% | -31.1% | +64.5% | +108.0% |
| All | +33.4% | -32.2% | +65.5% | +108.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling