-18.5%
UUUU vs URA
+37.6%
-56.2%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.8% | +0.2% | +1.6% |
| 7D | +1.4% | +4.5% | -3.1% | -4.4% |
| 30D | -27.9% | -13.4% | -14.5% | -11.5% |
| 3M | -53.8% | -28.4% | -25.4% | -26.2% |
| 6M | -68.1% | -40.5% | -27.7% | -33.2% |
| YTD | -54.1% | -24.3% | -29.8% | -26.3% |
| 1Y | -57.8% | -28.8% | -28.9% | -25.6% |
| All | -18.5% | +37.6% | -56.2% | -33.9% |
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