+556.1%
PBR vs URA
+132.7%
+423.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +0.8% |
| 7D | +0.3% | +5.7% | -5.4% | -0.8% |
| 30D | +17.5% | +5.6% | +11.9% | +15.9% |
| 3M | +20.9% | +6.2% | +14.7% | +18.4% |
| 6M | +20.2% | -8.2% | +28.5% | +20.3% |
| YTD | +84.3% | +9.7% | +74.6% | +75.4% |
| 1Y | +77.1% | +17.0% | +60.1% | +63.0% |
| 3Y | +100.8% | +118.5% | -17.7% | +47.9% |
| 5Y | +556.1% | +134.3% | +421.8% | +362.3% |
| All | +556.1% | +132.7% | +423.4% | +362.3% |
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 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