+12.8%
PH vs URA
-29.1%
+41.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.8% | +2.3% | -0.8% |
| 7D | +7.4% | +4.5% | +2.9% | +6.5% |
| 30D | +0.5% | -13.4% | +13.9% | +2.9% |
| 3M | -10.2% | -28.4% | +18.2% | -5.4% |
| 6M | +8.9% | -40.5% | +49.4% | +17.2% |
| YTD | +9.7% | -24.3% | +33.9% | +10.7% |
| 1Y | +12.8% | -28.8% | +41.7% | +14.9% |
| All | +12.8% | -29.1% | +41.9% | +14.9% |
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