+545.8%
DELL vs URA
+25.3%
+520.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.4% | -0.7% | +1.8% |
| 7D | -22.6% | -4.1% | -18.5% | -20.8% |
| 30D | -43.2% | -19.0% | -24.2% | -37.4% |
| 3M | -24.8% | -25.1% | +0.3% | -14.8% |
| 6M | +38.0% | -44.5% | +82.5% | +74.8% |
| YTD | +163.7% | -24.3% | +188.1% | +190.2% |
| 1Y | +122.5% | -28.1% | +150.7% | +149.4% |
| 3Y | +377.0% | +40.7% | +336.3% | +292.3% |
| All | +545.8% | +25.3% | +520.5% | +399.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling