+15.7%
BWA vs URA
-32.2%
+47.8%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.5% | -2.2% |
| 7D | -9.9% | -10.5% | +0.6% | -6.6% |
| 30D | -16.4% | -18.6% | +2.3% | -10.7% |
| 3M | -19.8% | -23.0% | +3.2% | -13.2% |
| 6M | -10.0% | -40.3% | +30.3% | +3.5% |
| YTD | +12.7% | -23.5% | +36.2% | +20.3% |
| 1Y | +15.7% | -31.1% | +46.8% | +25.9% |
| All | +15.7% | -32.2% | +47.8% | +25.9% |
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