+26.7%
Q vs URA
-7.7%
+34.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.2% |
| 7D | +0.2% | +1.1% | -0.8% | -0.4% |
| 30D | -11.1% | +7.4% | -18.5% | -15.1% |
| 3M | -22.1% | -8.4% | -13.7% | -18.9% |
| 6M | +0.5% | -12.7% | +13.2% | +4.9% |
| YTD | +47.8% | +7.8% | +40.0% | +39.7% |
| All | +26.7% | -7.7% | +34.5% | +23.0% |
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