+119.0%
PAAS vs URA
+128.0%
-9.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -2.8% |
| 7D | -2.9% | +1.1% | -4.0% | -3.4% |
| 30D | +6.8% | +7.4% | -0.6% | +2.9% |
| 3M | -2.9% | -8.4% | +5.5% | +1.4% |
| 6M | -16.4% | -12.7% | -3.7% | -10.8% |
| YTD | 0.0% | +7.8% | -7.8% | -3.2% |
| 1Y | +54.3% | +19.5% | +34.9% | +41.2% |
| 3Y | +230.7% | +116.4% | +114.3% | +124.3% |
| All | +119.0% | +128.0% | -9.0% | +42.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling