+49.9%
XLE vs URA
-32.2%
+82.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.1% | -3.7% | -4.8% |
| 7D | -7.2% | -10.5% | +3.3% | -7.8% |
| 30D | +0.1% | -18.6% | +18.7% | -0.9% |
| 3M | +9.2% | -23.0% | +32.2% | +7.8% |
| 6M | +8.4% | -40.3% | +48.7% | +7.0% |
| YTD | +44.9% | -23.5% | +68.4% | +41.0% |
| 1Y | +49.9% | -31.1% | +81.0% | +46.4% |
| All | +49.9% | -32.2% | +82.0% | +46.4% |
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