+134.6%
PH vs URA
+37.6%
+97.0%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.8% | +2.3% | -0.7% |
| 7D | +7.4% | +4.5% | +2.9% | +6.3% |
| 30D | +0.5% | -13.4% | +13.9% | +3.5% |
| 3M | -10.2% | -28.4% | +18.2% | -4.1% |
| 6M | +8.9% | -40.5% | +49.4% | +20.2% |
| YTD | +9.7% | -24.3% | +33.9% | +12.8% |
| 1Y | +12.8% | -28.8% | +41.7% | +17.4% |
| All | +134.6% | +37.6% | +97.0% | +88.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling