+212.8%
RDDT vs URA
+61.6%
+151.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.3% | +4.8% | +3.0% |
| 7D | +2.1% | -5.5% | +7.6% | +4.4% |
| 30D | +2.8% | -3.7% | +6.5% | +3.9% |
| 3M | -8.9% | -2.9% | -6.0% | -8.3% |
| 6M | +15.1% | -15.2% | +30.3% | +21.6% |
| YTD | -31.4% | +1.9% | -33.2% | -35.6% |
| 1Y | -39.4% | +6.9% | -46.4% | -46.6% |
| All | +212.8% | +61.6% | +151.2% | +103.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling