+41.1%
PWR vs URA
-29.3%
+70.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | +0.2% |
| 7D | +11.3% | -1.5% | +12.8% | +12.3% |
| 30D | -8.9% | -10.4% | +1.6% | -3.4% |
| 3M | -10.5% | -29.6% | +19.1% | +5.5% |
| 6M | -22.2% | -40.3% | +18.1% | -2.7% |
| YTD | +42.7% | -25.5% | +68.2% | +54.0% |
| 1Y | +41.1% | -26.4% | +67.5% | +52.8% |
| All | +41.1% | -29.3% | +70.4% | +52.8% |
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