-83.7%
IRE vs URA
-6.8%
-76.8%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +0.8% | +13.2% | +12.1% |
| 7D | +54.8% | +1.1% | +53.7% | +51.5% |
| 30D | +18.4% | +7.4% | +11.0% | +4.3% |
| 3M | -66.7% | -8.4% | -58.3% | -51.9% |
| 6M | -52.3% | -12.7% | -39.6% | -23.5% |
| YTD | -52.3% | +7.8% | -60.1% | -39.4% |
| All | -83.7% | -6.8% | -76.8% | -75.8% |
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