+54.6%
DUK vs URA
+28.3%
+26.3%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.8% | +3.7% | -0.1% |
| 7D | -1.1% | +4.5% | -5.6% | -1.2% |
| 30D | +8.8% | -13.4% | +22.2% | +9.1% |
| 3M | +5.0% | -28.4% | +33.5% | +5.8% |
| 6M | +4.6% | -40.5% | +45.1% | +6.0% |
| YTD | +12.6% | -24.3% | +36.8% | +12.7% |
| 1Y | +7.4% | -28.8% | +36.3% | +7.7% |
| 3Y | +63.1% | +37.6% | +25.5% | +54.5% |
| 5Y | +54.6% | +30.7% | +23.9% | +44.6% |
| All | +54.6% | +28.3% | +26.3% | +44.6% |
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 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