+124.9%
URA vs BUD
+46.3%
+78.6%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | +1.1% | +0.3% | +0.8% | +1.0% |
| 30D | +7.4% | -5.7% | +13.1% | +9.5% |
| 3M | -8.4% | +3.1% | -11.5% | -10.0% |
| 6M | -12.7% | +7.9% | -20.6% | -15.9% |
| YTD | +7.8% | +27.3% | -19.5% | -2.8% |
| 1Y | +19.5% | +37.8% | -18.4% | +3.9% |
| 3Y | +116.4% | +49.8% | +66.6% | +77.1% |
| All | +124.9% | +46.3% | +78.6% | +78.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling