+390.5%
GE vs URA
+33.4%
+357.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.4% | -1.7% | +1.4% |
| 7D | +7.1% | -4.1% | +11.2% | +8.4% |
| 30D | +6.5% | -19.0% | +25.5% | +12.9% |
| 3M | -13.6% | -25.1% | +11.6% | -6.7% |
| 6M | +6.0% | -44.5% | +50.5% | +24.1% |
| YTD | +5.4% | -24.3% | +29.7% | +10.7% |
| 1Y | +6.5% | -28.1% | +34.6% | +13.2% |
| 3Y | +268.6% | +40.7% | +227.9% | +198.7% |
| All | +390.5% | +33.4% | +357.1% | +289.4% |
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 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