+57.5%
RMD vs URA
+36.0%
+21.5%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.4% | -6.1% | -1.9% |
| 7D | +2.3% | -4.1% | +6.5% | +2.6% |
| 30D | +4.1% | -19.0% | +23.1% | +5.3% |
| 3M | +5.7% | -25.1% | +30.8% | +7.2% |
| 6M | +12.9% | -44.5% | +57.4% | +17.0% |
| YTD | -1.5% | -24.3% | +22.8% | -1.1% |
| 1Y | -4.8% | -28.1% | +23.4% | -4.0% |
| 3Y | +57.5% | +40.7% | +16.8% | +53.3% |
| All | +57.5% | +36.0% | +21.5% | +53.3% |
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 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