+5.3%
WMT vs URA
+7.9%
-2.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.3% | +4.6% | +1.2% |
| 7D | 0.0% | -5.5% | +5.5% | -0.2% |
| 30D | -7.4% | -3.7% | -3.7% | -7.5% |
| 3M | -10.9% | -2.9% | -8.0% | -10.7% |
| 6M | -12.7% | -15.2% | +2.6% | -13.0% |
| YTD | -3.2% | +1.9% | -5.1% | -3.1% |
| 1Y | +5.3% | +6.9% | -1.7% | +7.3% |
| All | +5.3% | +7.9% | -2.7% | +7.3% |
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 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