-77.7%
UUUU vs URA
-52.4%
-25.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.3% | +0.8% |
| 7D | -1.1% | -1.5% | +0.5% | +1.4% |
| 30D | -21.0% | -10.4% | -10.6% | -8.0% |
| 3M | -54.8% | -29.6% | -25.2% | -26.9% |
| 6M | -67.3% | -40.3% | -27.1% | -33.0% |
| YTD | -54.7% | -25.5% | -29.2% | -26.8% |
| 1Y | -57.4% | -26.4% | -31.0% | -29.0% |
| 3Y | -19.6% | +31.4% | -51.1% | -34.0% |
| 5Y | -40.0% | +28.6% | -68.6% | -41.5% |
| 10Y | +364.1% | +260.9% | +103.2% | +62.8% |
| All | -77.7% | -52.4% | -25.3% | -12.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling