+18.2%
EME vs URA
+11.7%
+6.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.0% | +3.2% | +0.8% |
| 7D | +0.9% | -1.5% | +2.5% | +1.6% |
| 30D | -8.4% | -0.4% | -8.0% | -8.5% |
| 3M | -3.6% | +6.3% | -9.9% | -6.7% |
| 6M | +3.6% | -14.0% | +17.5% | +6.8% |
| YTD | +22.5% | +5.3% | +17.2% | +15.8% |
| 1Y | +18.2% | +11.7% | +6.5% | +12.4% |
| All | +18.2% | +11.7% | +6.5% | +12.4% |
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