+16.7%
U vs URA
-30.3%
+47.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.5% | -4.7% | -3.2% |
| 7D | +24.4% | +0.3% | +24.1% | +23.8% |
| 30D | +7.4% | -14.8% | +22.2% | +14.5% |
| 3M | +16.8% | -25.3% | +42.1% | +30.3% |
| 6M | +78.8% | -39.9% | +118.7% | +116.8% |
| YTD | +14.0% | -22.4% | +36.4% | +20.2% |
| 1Y | +16.7% | -29.0% | +45.7% | +30.5% |
| All | +16.7% | -30.3% | +47.0% | +30.5% |
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