+47.7%
XLE vs URA
-29.3%
+77.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +0.9% |
| 7D | +5.4% | -1.5% | +7.0% | +5.4% |
| 30D | -3.9% | -10.4% | +6.5% | -4.5% |
| 3M | +7.0% | -29.6% | +36.7% | +5.3% |
| 6M | +14.2% | -40.3% | +54.5% | +12.6% |
| YTD | +48.2% | -25.5% | +73.7% | +42.8% |
| 1Y | +47.7% | -26.4% | +74.1% | +42.6% |
| All | +47.7% | -29.3% | +77.0% | +42.6% |
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