+103.9%
BB vs URA
+20.2%
+83.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.1% | -0.9% | +1.3% |
| 7D | +0.5% | +8.1% | -7.6% | -1.7% |
| 30D | -12.4% | +5.8% | -18.1% | -13.7% |
| 3M | -15.3% | +3.4% | -18.7% | -16.7% |
| 6M | +128.8% | -2.6% | +131.4% | +127.5% |
| YTD | +107.7% | +11.2% | +96.5% | +99.2% |
| 1Y | +103.9% | +19.8% | +84.1% | +92.1% |
| All | +103.9% | +20.2% | +83.7% | +92.1% |
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