+37.2%
M vs URA
-32.2%
+69.3%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -1.1% | +8.7% | +7.7% |
| 7D | +8.3% | -10.5% | +18.8% | +9.5% |
| 30D | +14.2% | -18.6% | +32.8% | +16.6% |
| 3M | -1.1% | -23.0% | +21.9% | +1.5% |
| 6M | +36.6% | -40.3% | +76.9% | +42.9% |
| YTD | +19.8% | -23.5% | +43.3% | +18.6% |
| 1Y | +37.2% | -31.1% | +68.3% | +38.8% |
| All | +37.2% | -32.2% | +69.3% | +38.8% |
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