+66.7%
AU vs URA
+7.9%
+58.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.3% | +3.8% | +2.6% |
| 7D | -4.3% | -5.5% | +1.2% | -0.8% |
| 30D | +7.3% | -3.7% | +11.0% | +9.8% |
| 3M | +26.3% | -2.9% | +29.2% | +28.5% |
| 6M | +1.8% | -15.2% | +17.0% | +11.6% |
| YTD | +26.8% | +1.9% | +24.9% | +31.0% |
| 1Y | +66.7% | +6.9% | +59.8% | +72.4% |
| All | +66.7% | +7.9% | +58.7% | +72.4% |
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