+29.9%
ALL vs URA
-29.1%
+59.0%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.8% | +5.5% | +1.1% |
| 7D | 0.0% | +4.5% | -4.5% | +0.8% |
| 30D | +12.8% | -13.4% | +26.2% | +10.5% |
| 3M | +4.7% | -28.4% | +33.1% | -0.1% |
| 6M | +24.9% | -40.5% | +65.4% | +18.2% |
| YTD | +30.0% | -24.3% | +54.3% | +26.3% |
| 1Y | +29.9% | -28.8% | +58.8% | +26.2% |
| All | +29.9% | -29.1% | +59.0% | +26.2% |
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