+11.2%
AR vs URA
-30.3%
+41.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.5% | +1.8% | +4.4% |
| 7D | -5.8% | +0.3% | -6.1% | -5.8% |
| 30D | +4.8% | -14.8% | +19.6% | +3.6% |
| 3M | +1.5% | -25.3% | +26.8% | -0.5% |
| 6M | +4.7% | -39.9% | +44.6% | +2.2% |
| YTD | +9.2% | -22.4% | +31.6% | +3.3% |
| 1Y | +11.2% | -29.0% | +40.1% | +8.2% |
| All | +11.2% | -30.3% | +41.5% | +8.2% |
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