+1,076.1%
BE vs URA
+128.0%
+948.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.8% | +6.6% | +6.6% |
| 7D | +20.0% | +1.1% | +18.9% | +18.8% |
| 30D | +7.9% | +7.4% | +0.5% | +0.7% |
| 3M | -13.2% | -8.4% | -4.8% | -4.7% |
| 6M | +53.5% | -12.7% | +66.2% | +74.1% |
| YTD | +191.0% | +7.8% | +183.2% | +179.8% |
| 1Y | +360.5% | +19.5% | +341.1% | +320.5% |
| 3Y | +1,568.0% | +116.4% | +1,451.6% | +817.9% |
| All | +1,076.1% | +128.0% | +948.1% | +525.2% |
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