+2,886.3%
DELL vs URA
+277.9%
+2,608.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +1.5% | +10.3% | +11.2% |
| 7D | +0.4% | +2.9% | -2.5% | -0.4% |
| 30D | -35.1% | -10.8% | -24.3% | -31.7% |
| 3M | -15.1% | -25.5% | +10.4% | -4.7% |
| 6M | +51.7% | -41.2% | +92.9% | +84.8% |
| YTD | +200.0% | -21.3% | +221.3% | +223.6% |
| 1Y | +172.1% | -25.7% | +197.8% | +199.2% |
| 3Y | +431.2% | +43.1% | +388.1% | +350.0% |
| 5Y | +633.1% | +35.6% | +597.5% | +506.8% |
| 10Y | +2,886.3% | +281.3% | +2,605.0% | +1,398.6% |
| All | +2,886.3% | +277.9% | +2,608.4% | +1,398.6% |
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