+2.0%
SNY vs URA
-32.2%
+34.2%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.1% | +5.8% | +4.7% |
| 7D | +12.4% | -10.5% | +22.9% | +12.2% |
| 30D | +20.1% | -18.6% | +38.8% | +19.9% |
| 3M | +11.2% | -23.0% | +34.3% | +11.0% |
| 6M | +9.5% | -40.3% | +49.8% | +9.8% |
| YTD | +3.4% | -23.5% | +26.9% | +4.4% |
| 1Y | +2.0% | -31.1% | +33.1% | +2.5% |
| All | +2.0% | -32.2% | +34.2% | +2.5% |
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