+20.5%
C vs URA
-31.4%
+51.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.4% | -3.9% | -0.5% |
| 7D | -2.4% | -4.1% | +1.7% | -1.4% |
| 30D | -6.0% | -19.0% | +13.0% | -1.4% |
| 3M | -10.5% | -25.1% | +14.6% | -4.9% |
| 6M | -5.7% | -44.5% | +38.8% | +6.5% |
| YTD | +4.1% | -24.3% | +28.4% | +5.7% |
| 1Y | +20.5% | -28.1% | +48.6% | +23.4% |
| All | +20.5% | -31.4% | +51.8% | +23.4% |
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