-0.6%
KMB vs URA
+33.4%
-33.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.4% | -6.2% | -1.8% |
| 7D | +0.5% | -4.1% | +4.6% | +0.4% |
| 30D | +12.4% | -19.0% | +31.4% | +12.4% |
| 3M | +1.0% | -25.1% | +26.1% | +1.0% |
| 6M | +12.1% | -44.5% | +56.6% | +12.4% |
| YTD | +11.6% | -24.3% | +35.9% | +11.7% |
| 1Y | +13.1% | -28.1% | +41.2% | +13.2% |
| 3Y | +1.6% | +40.7% | -39.1% | +1.3% |
| All | -0.6% | +33.4% | -33.9% | -1.3% |
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