+1,008.9%
BE vs URA
+378.5%
+630.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.1% | +6.5% | +6.7% |
| 7D | +29.8% | +8.1% | +21.7% | +21.2% |
| 30D | +26.4% | +5.8% | +20.6% | +20.0% |
| 3M | +9.3% | +3.4% | +5.9% | +8.3% |
| 6M | +105.1% | -2.6% | +107.7% | +111.6% |
| YTD | +219.0% | +11.2% | +207.9% | +197.4% |
| 1Y | +418.8% | +19.8% | +398.9% | +366.5% |
| 3Y | +1,784.6% | +121.5% | +1,663.1% | +853.8% |
| 5Y | +1,251.0% | +134.5% | +1,116.5% | +510.5% |
| All | +1,008.9% | +378.5% | +630.3% | +36.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling