+147.4%
URI vs URA
+36.0%
+111.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.4% | -3.3% | 0.0% |
| 7D | -9.8% | -4.1% | -5.7% | -8.8% |
| 30D | +1.7% | -19.0% | +20.8% | +7.3% |
| 3M | -9.1% | -25.1% | +16.1% | -2.5% |
| 6M | +9.9% | -44.5% | +54.3% | +26.2% |
| YTD | +31.2% | -24.3% | +55.5% | +35.3% |
| 1Y | +25.9% | -28.1% | +54.1% | +31.5% |
| 3Y | +147.4% | +40.7% | +106.7% | +98.8% |
| All | +147.4% | +36.0% | +111.4% | +98.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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