+21.3%
XLP vs URA
-26.7%
+48.1%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.5% |
| 7D | -0.5% | +2.9% | -3.4% | -0.3% |
| 30D | +8.3% | -10.8% | +19.2% | +7.8% |
| 3M | +8.7% | -25.5% | +34.2% | +7.4% |
| 6M | +11.2% | -41.2% | +52.4% | +10.1% |
| YTD | +20.0% | -21.3% | +41.3% | +19.9% |
| 1Y | +21.3% | -25.7% | +47.1% | +20.9% |
| All | +21.3% | -26.7% | +48.1% | +20.9% |
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