+6.6%
ON vs URA
+35.4%
-28.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.6% | -2.0% | -2.9% |
| 7D | +12.2% | -1.5% | +13.8% | +13.1% |
| 30D | -3.1% | -10.4% | +7.3% | +1.9% |
| 3M | -12.9% | -29.6% | +16.8% | +1.0% |
| 6M | -38.6% | -40.3% | +1.7% | -24.0% |
| YTD | +31.2% | -25.5% | +56.7% | +47.3% |
| 1Y | +47.6% | -26.4% | +74.1% | +65.9% |
| 3Y | +6.6% | +31.4% | -24.8% | -14.3% |
| All | +6.6% | +35.4% | -28.8% | -14.3% |
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