+168.3%
URGN price history and return analytics
+65.7%
+102.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.7% |
| 7D | -4.0% | -1.1% | -2.9% | -2.9% |
| 30D | -13.7% | -1.0% | -12.7% | -12.7% |
| 3M | +43.4% | +3.2% | +40.3% | +38.9% |
| 6M | +124.6% | +12.5% | +112.1% | +100.5% |
| YTD | +80.7% | +14.1% | +66.6% | +59.1% |
| 1Y | +119.8% | +18.9% | +100.9% | +85.9% |
| 3Y | +153.7% | +74.1% | +79.6% | +54.9% |
| All | +168.3% | +65.7% | +102.6% | +89.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling