-65.5%
URAA vs SPY
+14.6%
-80.2%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.7% | -4.2% | -10.4% |
| 7D | -19.0% | -0.7% | -18.3% | -16.0% |
| 30D | -31.3% | -1.0% | -30.3% | -26.7% |
| 3M | -43.4% | -0.3% | -43.1% | -41.0% |
| 6M | -67.9% | +7.3% | -75.2% | -75.4% |
| YTD | -56.6% | +13.3% | -69.9% | -72.8% |
| 1Y | -65.5% | +14.8% | -80.3% | -79.3% |
| All | -65.5% | +14.6% | -80.2% | -79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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