+51.2%
MDY vs URA
+121.0%
-69.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.1% | -3.8% | -1.3% |
| 7D | +1.0% | +8.1% | -7.1% | -0.5% |
| 30D | -3.1% | +5.8% | -8.9% | -4.3% |
| 3M | +1.8% | +3.4% | -1.6% | +0.8% |
| 6M | +10.8% | -2.6% | +13.4% | +10.2% |
| YTD | +14.4% | +11.2% | +3.3% | +10.2% |
| 1Y | +15.2% | +19.8% | -4.6% | +7.9% |
| 3Y | +51.2% | +121.5% | -70.3% | +18.3% |
| All | +51.2% | +121.0% | -69.8% | +18.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling