+1,077.0%
TER vs URA
+277.9%
+799.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.5% | +6.8% | +7.5% |
| 7D | +5.9% | +2.9% | +3.0% | +4.9% |
| 30D | -30.8% | -10.8% | -19.9% | -25.9% |
| 3M | -29.9% | -25.5% | -4.4% | -18.0% |
| 6M | -27.5% | -41.2% | +13.8% | -3.8% |
| YTD | +37.5% | -21.3% | +58.7% | +60.5% |
| 1Y | +50.3% | -25.7% | +76.0% | +80.0% |
| 3Y | +204.9% | +43.1% | +161.8% | +159.8% |
| 5Y | +89.2% | +35.6% | +53.6% | +57.4% |
| 10Y | +1,077.0% | +281.3% | +795.6% | +441.0% |
| All | +1,077.0% | +277.9% | +799.0% | +441.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling