+1,438.7%
CIEN vs URA
+371.9%
+1,066.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.1% | +3.2% | +5.0% |
| 7D | -5.3% | +8.1% | -13.4% | -8.5% |
| 30D | -17.2% | +5.8% | -23.0% | -19.2% |
| 3M | -26.9% | +3.4% | -30.3% | -27.8% |
| 6M | +16.0% | -2.6% | +18.6% | +18.0% |
| YTD | +45.9% | +11.2% | +34.8% | +40.8% |
| 1Y | +186.8% | +19.8% | +167.0% | +167.5% |
| 3Y | +607.8% | +121.5% | +486.3% | +418.1% |
| 5Y | +506.7% | +134.5% | +372.3% | +309.6% |
| 10Y | +1,438.7% | +376.7% | +1,062.0% | +635.7% |
| All | +1,438.7% | +371.9% | +1,066.8% | +635.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling