+134.3%
URA vs BTG
+75.0%
+59.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.0% | -2.0% |
| 7D | +5.7% | +2.4% | +3.3% | +4.6% |
| 30D | +5.6% | +9.5% | -3.9% | +1.6% |
| 3M | +6.2% | +38.5% | -32.3% | -8.2% |
| 6M | -8.2% | +5.6% | -13.9% | -12.2% |
| YTD | +9.7% | +23.9% | -14.3% | -2.3% |
| 1Y | +17.0% | +32.1% | -15.2% | +0.6% |
| 3Y | +118.5% | +103.2% | +15.3% | +48.8% |
| 5Y | +134.3% | +79.7% | +54.6% | +66.7% |
| All | +134.3% | +75.0% | +59.3% | +66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 5y: compounded portfolio wealth divided by compounded BTG 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…
5y analysis · Full analysis span regression · 6 months rolling