+1.7%
PPL vs URA
-32.2%
+33.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | 0.0% |
| 7D | +1.8% | -10.5% | +12.3% | +1.6% |
| 30D | +8.4% | -18.6% | +27.0% | +8.2% |
| 3M | +2.4% | -23.0% | +25.4% | +2.2% |
| 6M | -4.0% | -40.3% | +36.3% | -4.5% |
| YTD | +4.5% | -23.5% | +27.9% | +5.6% |
| 1Y | +1.7% | -31.1% | +32.8% | +2.4% |
| All | +1.7% | -32.2% | +33.9% | +2.4% |
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