-97.7%
IRE vs URA
-32.2%
-65.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | -1.1% | -22.2% | -20.5% |
| 7D | -46.8% | -10.5% | -36.3% | -26.3% |
| 30D | -75.5% | -18.6% | -56.9% | -53.9% |
| 3M | -79.4% | -23.0% | -56.4% | -54.4% |
| 6M | -91.3% | -40.3% | -51.0% | -60.1% |
| YTD | -90.8% | -23.5% | -67.4% | -75.2% |
| 1Y | -97.7% | -31.1% | -66.6% | -91.7% |
| All | -97.7% | -32.2% | -65.6% | -91.7% |
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