+34.5%
BBY vs URA
-32.2%
+66.7%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.1% | +9.0% | +8.0% |
| 7D | +4.5% | -10.5% | +15.1% | +4.5% |
| 30D | +16.0% | -18.6% | +34.6% | +16.0% |
| 3M | +18.6% | -23.0% | +41.7% | +18.7% |
| 6M | +80.1% | -40.3% | +120.4% | +80.5% |
| YTD | +57.4% | -23.5% | +80.9% | +49.2% |
| 1Y | +34.5% | -31.1% | +65.6% | +29.5% |
| All | +34.5% | -32.2% | +66.7% | +29.5% |
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