+43.9%
BBY vs URA
-29.3%
+73.2%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +0.7% |
| 7D | +4.5% | -1.5% | +6.0% | +4.5% |
| 30D | +16.8% | -10.4% | +27.2% | +16.8% |
| 3M | +23.2% | -29.6% | +52.8% | +23.0% |
| 6M | +91.9% | -40.3% | +132.2% | +91.4% |
| YTD | +61.6% | -25.5% | +87.1% | +53.6% |
| 1Y | +43.9% | -26.4% | +70.3% | +36.7% |
| All | +43.9% | -29.3% | +73.2% | +36.7% |
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