+110.5%
CNC vs URA
-32.2%
+142.7%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -1.1% | +13.7% | +12.6% |
| 7D | +13.4% | -10.5% | +23.9% | +12.8% |
| 30D | +18.2% | -18.6% | +36.8% | +17.1% |
| 3M | +18.6% | -23.0% | +41.7% | +17.3% |
| 6M | +41.9% | -40.3% | +82.2% | +38.8% |
| YTD | +84.7% | -23.5% | +108.2% | +73.9% |
| 1Y | +110.5% | -31.1% | +141.6% | +99.7% |
| All | +110.5% | -32.2% | +142.7% | +99.7% |
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