+4,681.2%
DELL vs URA
+345.5%
+4,335.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.2% |
| 7D | +14.9% | +1.1% | +13.8% | +14.6% |
| 30D | +13.3% | +7.4% | +5.9% | +10.3% |
| 3M | +24.4% | -8.4% | +32.8% | +28.4% |
| 6M | +258.0% | -12.7% | +270.7% | +272.1% |
| YTD | +320.2% | +7.8% | +312.4% | +300.9% |
| 1Y | +319.1% | +19.5% | +299.6% | +280.1% |
| 3Y | +706.5% | +116.4% | +590.1% | +484.2% |
| 5Y | +1,071.9% | +134.3% | +937.6% | +684.3% |
| 10Y | +4,683.5% | +359.3% | +4,324.2% | +2,111.4% |
| All | +4,681.2% | +345.5% | +4,335.7% | +2,132.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling