+18.5%
INTC vs URA
+25.3%
-6.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +4.4% | +3.3% | +5.7% |
| 7D | -14.4% | -4.1% | -10.3% | -12.4% |
| 30D | -50.2% | -19.0% | -31.2% | -44.5% |
| 3M | -43.6% | -25.1% | -18.5% | -35.1% |
| 6M | -50.2% | -44.5% | -5.7% | -35.2% |
| YTD | +52.5% | -24.3% | +76.8% | +74.5% |
| 1Y | +51.1% | -28.1% | +79.2% | +75.6% |
| 3Y | +50.3% | +40.7% | +9.6% | +28.5% |
| All | +18.5% | +25.3% | -6.8% | -4.3% |
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