+53.9%
RGTI vs URA
+197.7%
-143.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.3% | -2.3% | -2.5% |
| 7D | +2.5% | +5.7% | -3.2% | -2.0% |
| 30D | -13.7% | +5.6% | -19.2% | -17.1% |
| 3M | -22.6% | +6.2% | -28.8% | -24.8% |
| 6M | -13.4% | -8.2% | -5.2% | -3.8% |
| YTD | -31.2% | +9.7% | -40.9% | -32.4% |
| 1Y | -7.6% | +17.0% | -24.6% | -10.2% |
| 3Y | +669.7% | +118.5% | +551.2% | +426.8% |
| 5Y | +57.0% | +134.3% | -77.3% | +3.9% |
| All | +53.9% | +197.7% | -143.8% | +1.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling