URA macro fit improved 46pts this week.
3 contributing indexes 3 score components composite score.
Canonical asset packet first: macro index exposure, entry value, and active narrative alignment. Driver rows link back to the public index that moved the score.
| Index | Driver | Reason | Weight | Sigma | Contribution | As Of |
|---|---|---|---|---|---|---|
| PWGI | Power Grid & Electrification Index | grid buildout | 16% | -1.83σ | -0.158 | 2026-05-20 |
| ETSI | Energy Transition & Storage Index | transition spending | 12% | +2.23σ | +0.120 | 2026-05-20 |
| CEMI | Commodity-Equity Momentum Index | commodity cycle | 12% | +0.84σ | +0.099 | 2026-05-20 |
