+268.2%
RMD vs URA
+371.9%
-103.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.1% | -6.3% | -3.8% |
| 7D | -4.5% | +8.1% | -12.6% | -5.8% |
| 30D | +4.6% | +5.8% | -1.2% | +3.4% |
| 3M | +14.8% | +3.4% | +11.3% | +13.4% |
| 6M | -12.1% | -2.6% | -9.4% | -12.8% |
| YTD | -7.5% | +11.2% | -18.6% | -11.5% |
| 1Y | -20.1% | +19.8% | -39.9% | -25.7% |
| 3Y | +53.9% | +121.5% | -67.6% | +19.5% |
| 5Y | -22.2% | +134.5% | -156.7% | -43.1% |
| 10Y | +268.2% | +376.7% | -108.4% | +88.3% |
| All | +268.2% | +371.9% | -103.7% | +88.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling