+3.7%
U vs URA
+17.2%
-13.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.3% |
| 7D | -3.8% | +1.1% | -4.9% | -4.2% |
| 30D | +17.5% | +7.4% | +10.1% | +13.7% |
| 3M | +38.7% | -8.4% | +47.1% | +42.3% |
| 6M | +104.4% | -12.7% | +117.1% | +110.5% |
| YTD | -5.7% | +7.8% | -13.5% | -10.2% |
| 1Y | +3.7% | +19.5% | -15.8% | -10.3% |
| All | +3.7% | +17.2% | -13.6% | -10.3% |
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