+33.6%
URA vs BUD
+47.9%
-14.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.3% | -3.5% | -3.8% |
| 7D | +4.5% | -1.6% | +6.0% | +4.7% |
| 30D | -13.4% | +6.7% | -20.1% | -14.5% |
| 3M | -28.4% | +5.9% | -34.3% | -29.3% |
| 6M | -40.5% | +5.1% | -45.5% | -41.4% |
| YTD | -24.3% | +32.9% | -57.1% | -29.5% |
| 1Y | -28.8% | +31.8% | -60.7% | -33.6% |
| All | +33.6% | +47.9% | -14.3% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 3y: compounded portfolio wealth divided by compounded BUD 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…
3y analysis · Full analysis span regression · 6 months rolling