+172.1%
DELL vs URA
-26.7%
+198.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +1.5% | +10.3% | +11.0% |
| 7D | +0.4% | +2.9% | -2.5% | -0.7% |
| 30D | -35.1% | -10.8% | -24.3% | -30.8% |
| 3M | -15.1% | -25.5% | +10.4% | -2.4% |
| 6M | +51.7% | -41.2% | +92.9% | +84.6% |
| YTD | +200.0% | -21.3% | +221.3% | +219.7% |
| 1Y | +172.1% | -25.7% | +197.8% | +200.0% |
| All | +172.1% | -26.7% | +198.9% | +200.0% |
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