+646.8%
RGTI vs URA
+107.9%
+538.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.0% | +3.4% | +3.7% |
| 7D | -0.1% | -1.5% | +1.4% | +1.4% |
| 30D | -16.2% | -0.4% | -15.8% | -15.9% |
| 3M | -22.0% | +6.3% | -28.3% | -25.5% |
| 6M | -10.8% | -14.0% | +3.2% | +8.0% |
| YTD | -31.6% | +5.3% | -36.9% | -32.7% |
| 1Y | -6.4% | +11.7% | -18.0% | -9.6% |
| All | +646.8% | +107.9% | +538.9% | +342.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling