+35.6%
URA vs BTG
+33.0%
+2.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +2.5% |
| 7D | +2.9% | +1.4% | +1.5% | +2.2% |
| 30D | -10.8% | -1.1% | -9.7% | -10.8% |
| 3M | -25.5% | +2.5% | -28.1% | -26.8% |
| 6M | -41.2% | -3.1% | -38.2% | -41.5% |
| YTD | -21.3% | +16.3% | -37.6% | -28.3% |
| 1Y | -25.7% | +27.6% | -53.3% | -35.0% |
| 3Y | +43.1% | +89.5% | -46.5% | +0.4% |
| 5Y | +35.6% | +33.6% | +2.0% | +15.3% |
| All | +35.6% | +33.0% | +2.6% | +15.3% |
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