+43.0%
SN vs URA
+17.2%
+25.8%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.2% |
| 7D | -9.3% | +1.1% | -10.4% | -9.5% |
| 30D | -4.8% | +7.4% | -12.2% | -6.2% |
| 3M | +40.4% | -8.4% | +48.8% | +42.7% |
| 6M | +50.9% | -12.7% | +63.7% | +52.6% |
| YTD | +54.9% | +7.8% | +47.1% | +52.5% |
| 1Y | +43.0% | +19.5% | +23.6% | +37.2% |
| All | +43.0% | +17.2% | +25.8% | +37.2% |
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