+29.9%
IRM vs URA
+20.2%
+9.7%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.1% | -3.8% | -1.4% |
| 7D | +1.6% | +8.1% | -6.5% | -0.2% |
| 30D | -4.2% | +5.8% | -10.0% | -5.5% |
| 3M | -5.4% | +3.4% | -8.8% | -6.6% |
| 6M | +12.0% | -2.6% | +14.6% | +11.8% |
| YTD | +42.0% | +11.2% | +30.9% | +35.6% |
| 1Y | +29.9% | +19.8% | +10.0% | +18.6% |
| All | +29.9% | +20.2% | +9.7% | +18.6% |
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