+131.1%
BHP vs URA
-51.6%
+182.7%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.4% | -2.7% | -0.4% |
| 7D | +0.9% | -4.1% | +5.0% | +2.8% |
| 30D | -6.3% | -19.0% | +12.8% | +3.4% |
| 3M | -7.1% | -25.1% | +18.0% | +5.9% |
| 6M | -3.2% | -44.5% | +41.3% | +26.6% |
| YTD | +37.9% | -24.3% | +62.2% | +53.4% |
| 1Y | +49.7% | -28.1% | +77.8% | +69.5% |
| 3Y | +51.7% | +40.7% | +11.0% | +13.0% |
| 5Y | +122.0% | +35.5% | +86.6% | +59.0% |
| 10Y | +382.4% | +281.2% | +101.2% | +68.5% |
| All | +131.1% | -51.6% | +182.7% | +105.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling