+621.5%
XYZ vs URA
+277.9%
+343.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.6% |
| 7D | -2.2% | +2.9% | -5.1% | -3.8% |
| 30D | +11.6% | -10.8% | +22.4% | +18.2% |
| 3M | +8.4% | -25.5% | +33.9% | +25.9% |
| 6M | +17.2% | -41.2% | +58.4% | +53.1% |
| YTD | +31.7% | -21.3% | +53.0% | +39.9% |
| 1Y | +30.1% | -25.7% | +55.8% | +41.9% |
| 3Y | +66.4% | +43.1% | +23.4% | +10.1% |
| 5Y | -62.2% | +35.6% | -97.7% | -74.8% |
| 10Y | +621.5% | +281.3% | +340.2% | +143.6% |
| All | +621.5% | +277.9% | +343.6% | +143.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling