+122.1%
BHP vs URA
+25.3%
+96.8%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.4% | -2.7% | 0.0% |
| 7D | +0.9% | -4.1% | +5.0% | +2.4% |
| 30D | -6.3% | -19.0% | +12.8% | +1.3% |
| 3M | -7.1% | -25.1% | +18.0% | +3.0% |
| 6M | -3.2% | -44.5% | +41.3% | +19.3% |
| YTD | +37.9% | -24.3% | +62.2% | +51.4% |
| 1Y | +49.7% | -28.1% | +77.8% | +66.6% |
| 3Y | +51.7% | +40.7% | +11.0% | +23.2% |
| All | +122.1% | +25.3% | +96.8% | +88.8% |
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