+447.8%
SN vs URA
+63.7%
+384.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.6% | +4.4% | +3.2% |
| 7D | +1.5% | -1.5% | +3.1% | +1.9% |
| 30D | +21.5% | -10.4% | +31.9% | +24.4% |
| 3M | +20.0% | -29.6% | +49.7% | +29.9% |
| 6M | +119.9% | -40.3% | +160.2% | +146.7% |
| YTD | +102.3% | -25.5% | +127.8% | +111.9% |
| 1Y | +148.0% | -26.4% | +174.4% | +159.9% |
| 3Y | +450.0% | +31.4% | +418.6% | +361.6% |
| All | +447.8% | +63.7% | +384.1% | +336.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling