+47.6%
ON vs URA
-29.3%
+76.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.6% | -2.0% | -2.7% |
| 7D | +12.2% | -1.5% | +13.8% | +13.3% |
| 30D | -3.1% | -10.4% | +7.3% | +3.1% |
| 3M | -12.9% | -29.6% | +16.8% | +4.2% |
| 6M | -38.6% | -40.3% | +1.7% | -21.4% |
| YTD | +31.2% | -25.5% | +56.7% | +50.0% |
| 1Y | +47.6% | -26.4% | +74.1% | +68.9% |
| All | +47.6% | -29.3% | +76.9% | +68.9% |
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