-0.3%
SPOT vs URA
-32.2%
+31.8%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.1% | +5.7% | +4.6% |
| 7D | +16.6% | -10.5% | +27.1% | +16.4% |
| 30D | +29.9% | -18.6% | +48.6% | +30.0% |
| 3M | +31.3% | -23.0% | +54.3% | +31.1% |
| 6M | +43.2% | -40.3% | +83.5% | +46.5% |
| YTD | +8.1% | -23.5% | +31.6% | +6.5% |
| 1Y | -0.3% | -31.1% | +30.8% | -1.1% |
| All | -0.3% | -32.2% | +31.8% | -1.1% |
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