-5.6%
BRO vs URA
-32.2%
+26.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.1% | +5.2% | +4.0% |
| 7D | +12.2% | -10.5% | +22.7% | +9.9% |
| 30D | +21.3% | -18.6% | +39.9% | +17.3% |
| 3M | +4.1% | -23.0% | +27.1% | -0.1% |
| 6M | +28.9% | -40.3% | +69.2% | +21.3% |
| YTD | -6.6% | -23.5% | +16.9% | -10.0% |
| 1Y | -5.6% | -31.1% | +25.6% | -9.7% |
| All | -5.6% | -32.2% | +26.6% | -9.7% |
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