-0.5%
BBY vs URA
+121.8%
-122.3%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.0% | +4.0% | +0.7% |
| 7D | +0.7% | -1.5% | +2.2% | +0.9% |
| 30D | +5.8% | -0.4% | +6.2% | +5.7% |
| 3M | +18.0% | +6.3% | +11.8% | +16.3% |
| 6M | +39.8% | -14.0% | +53.8% | +41.9% |
| YTD | +35.4% | +5.3% | +30.1% | +30.2% |
| 1Y | +21.4% | +11.7% | +9.7% | +14.2% |
| 3Y | +39.5% | +109.8% | -70.3% | +7.6% |
| 5Y | -0.5% | +108.0% | -108.4% | -27.1% |
| All | -0.5% | +121.8% | -122.3% | -27.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling