+7.9%
UUUU vs URA
+11.7%
-3.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -4.0% | -2.4% | -0.6% |
| 7D | -5.0% | -1.5% | -3.5% | -3.0% |
| 30D | -7.8% | -0.4% | -7.4% | -7.2% |
| 3M | -0.4% | +6.3% | -6.7% | -8.2% |
| 6M | -32.9% | -14.0% | -18.9% | -14.4% |
| YTD | -6.3% | +5.3% | -11.6% | -5.5% |
| 1Y | +7.9% | +11.7% | -3.8% | +9.6% |
| All | +7.9% | +11.7% | -3.8% | +9.6% |
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