+1,709.5%
BE vs URA
+35.4%
+1,674.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.6% | -3.3% | -3.3% |
| 7D | +10.8% | -1.5% | +12.4% | +13.2% |
| 30D | -19.8% | -10.4% | -9.4% | -8.8% |
| 3M | -18.7% | -29.6% | +10.9% | +16.5% |
| 6M | -33.7% | -40.3% | +6.5% | +12.5% |
| YTD | +121.0% | -25.5% | +146.4% | +207.6% |
| 1Y | +85.4% | -26.4% | +111.8% | +167.5% |
| 3Y | +1,709.5% | +31.4% | +1,678.1% | +1,662.3% |
| All | +1,709.5% | +35.4% | +1,674.1% | +1,662.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling