+1,143.3%
BR vs URA
-50.4%
+1,193.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.5% | -1.2% | +0.9% |
| 7D | +5.0% | +0.3% | +4.7% | +4.9% |
| 30D | +16.6% | -14.8% | +31.4% | +19.6% |
| 3M | +12.0% | -25.3% | +37.3% | +17.1% |
| 6M | +30.7% | -39.9% | +70.7% | +41.3% |
| YTD | -11.9% | -22.4% | +10.5% | -11.1% |
| 1Y | -11.6% | -29.0% | +17.4% | -9.3% |
| 3Y | +15.0% | +41.0% | -26.0% | -2.7% |
| 5Y | +18.1% | +38.3% | -20.2% | -2.7% |
| 10Y | +278.6% | +276.1% | +2.6% | +124.8% |
| All | +1,143.3% | -50.4% | +1,193.8% | +1,007.1% |
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