+122.9%
FIX vs URA
+17.2%
+105.6%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.4% |
| 7D | +6.0% | +1.1% | +5.0% | +5.3% |
| 30D | -7.2% | +7.4% | -14.6% | -11.7% |
| 3M | -15.9% | -8.4% | -7.5% | -12.4% |
| 6M | +12.7% | -12.7% | +25.5% | +19.3% |
| YTD | +72.8% | +7.8% | +65.0% | +61.4% |
| 1Y | +122.9% | +19.5% | +103.4% | +107.8% |
| All | +122.9% | +17.2% | +105.6% | +107.8% |
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