+694.6%
DELL vs URA
+121.0%
+573.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.1% | -1.3% | +0.4% |
| 7D | +25.6% | +8.1% | +17.5% | +21.3% |
| 30D | +17.7% | +5.8% | +11.9% | +14.6% |
| 3M | +33.4% | +3.4% | +30.0% | +31.1% |
| 6M | +266.2% | -2.6% | +268.8% | +263.9% |
| YTD | +328.0% | +11.2% | +316.8% | +292.2% |
| 1Y | +339.6% | +19.8% | +319.7% | +277.6% |
| 3Y | +694.6% | +121.5% | +573.1% | +397.1% |
| All | +694.6% | +121.0% | +573.6% | +397.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling