+132.2%
AG vs URA
+18.3%
+113.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.3% | +3.4% | +3.2% |
| 7D | -0.1% | +5.7% | -5.8% | -5.0% |
| 30D | +12.5% | +5.6% | +6.9% | +6.9% |
| 3M | +28.2% | +6.2% | +21.9% | +21.6% |
| 6M | -18.8% | -8.2% | -10.6% | -12.6% |
| YTD | +27.4% | +9.7% | +17.7% | +26.5% |
| 1Y | +132.2% | +17.0% | +115.2% | +126.2% |
| All | +132.2% | +18.3% | +113.9% | +126.2% |
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