+86.2%
PSX vs URA
-30.3%
+116.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.5% | -0.5% | +2.2% |
| 7D | -7.8% | +0.3% | -8.1% | -7.8% |
| 30D | -9.9% | -14.8% | +4.9% | -10.7% |
| 3M | +16.9% | -25.3% | +42.2% | +15.2% |
| 6M | +48.0% | -39.9% | +87.9% | +45.8% |
| YTD | +98.3% | -22.4% | +120.8% | +91.8% |
| 1Y | +86.2% | -29.0% | +115.1% | +80.3% |
| All | +86.2% | -30.3% | +116.5% | +80.3% |
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 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