+28.6%
P vs URA
-29.3%
+57.9%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.0% |
| 7D | +11.6% | -1.5% | +13.2% | +12.5% |
| 30D | -23.7% | -10.4% | -13.3% | -18.4% |
| 3M | -8.0% | -29.6% | +21.7% | +10.4% |
| 6M | +27.9% | -40.3% | +68.2% | +63.4% |
| YTD | +61.2% | -25.5% | +86.6% | +82.2% |
| 1Y | +28.6% | -26.4% | +55.0% | +45.2% |
| All | +28.6% | -29.3% | +57.9% | +45.2% |
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