-57.8%
UUUU vs URA
-32.2%
-25.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.2% | +0.7% |
| 7D | -14.4% | -10.5% | -3.9% | +0.6% |
| 30D | -33.6% | -18.6% | -15.0% | -9.8% |
| 3M | -44.2% | -23.0% | -21.1% | -17.7% |
| 6M | -66.8% | -40.3% | -26.5% | -27.4% |
| YTD | -50.6% | -23.5% | -27.1% | -22.4% |
| 1Y | -57.8% | -31.1% | -26.7% | -21.7% |
| All | -57.8% | -32.2% | -25.6% | -21.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling