-12.4%
BR vs URA
-29.1%
+16.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.8% | +3.1% | -1.2% |
| 7D | -1.3% | +4.5% | -5.7% | -0.7% |
| 30D | +13.7% | -13.4% | +27.1% | +12.1% |
| 3M | +13.8% | -28.4% | +42.2% | +10.2% |
| 6M | +29.7% | -40.5% | +70.2% | +24.3% |
| YTD | -12.6% | -24.3% | +11.7% | -14.9% |
| 1Y | -12.4% | -28.8% | +16.4% | -14.5% |
| All | -12.4% | -29.1% | +16.7% | -14.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling