+94.5%
UUUU vs URA
+116.4%
-21.9%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.9% | +1.4% |
| 7D | +1.8% | +5.7% | -3.9% | -5.9% |
| 30D | +1.8% | +5.6% | -3.8% | -5.4% |
| 3M | +1.3% | +6.2% | -5.0% | -6.0% |
| 6M | -26.8% | -8.2% | -18.5% | -15.2% |
| YTD | +0.1% | +9.7% | -9.6% | -4.5% |
| 1Y | +11.2% | +17.0% | -5.7% | -0.1% |
| All | +94.5% | +116.4% | -21.9% | -18.3% |
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