+707.9%
P vs URA
+307.1%
+400.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +6.2% | +0.1% | +3.2% |
| 7D | -9.6% | +4.3% | -13.9% | -11.1% |
| 30D | -33.4% | -11.7% | -21.7% | -28.7% |
| 3M | +14.2% | -23.5% | +37.7% | +30.3% |
| 6M | +31.6% | -37.8% | +69.3% | +65.6% |
| YTD | +53.5% | -19.6% | +73.1% | +67.6% |
| 1Y | +14.2% | -24.8% | +38.9% | +28.2% |
| 3Y | +190.5% | +47.0% | +143.5% | +128.5% |
| 5Y | +256.3% | +35.4% | +221.0% | +177.4% |
| 10Y | +707.9% | +302.3% | +405.5% | +216.5% |
| All | +707.9% | +307.1% | +400.7% | +216.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling