+439.5%
SN vs URA
+66.2%
+373.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.4% | -1.7% | +1.6% |
| 7D | +7.2% | -4.1% | +11.3% | +8.2% |
| 30D | +20.4% | -19.0% | +39.4% | +26.3% |
| 3M | +23.9% | -25.1% | +49.0% | +32.1% |
| 6M | +93.0% | -44.5% | +137.5% | +120.7% |
| YTD | +99.2% | -24.3% | +123.6% | +108.0% |
| 1Y | +142.6% | -28.1% | +170.7% | +155.9% |
| 3Y | +398.8% | +40.7% | +358.1% | +317.1% |
| All | +439.5% | +66.2% | +373.2% | +328.7% |
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