+729.4%
RMD vs URA
-31.1%
+760.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.5% |
| 7D | -5.0% | +1.1% | -6.1% | -5.2% |
| 30D | +2.2% | +7.4% | -5.2% | +0.6% |
| 3M | +17.8% | -8.4% | +26.2% | +19.1% |
| 6M | -11.3% | -12.7% | +1.4% | -10.2% |
| YTD | -4.4% | +7.8% | -12.2% | -8.2% |
| 1Y | -15.7% | +19.5% | -35.2% | -21.8% |
| 3Y | +47.7% | +116.4% | -68.7% | +15.1% |
| 5Y | -19.2% | +134.3% | -153.5% | -40.8% |
| 10Y | +280.4% | +359.3% | -78.9% | +117.6% |
| All | +729.4% | -31.1% | +760.5% | +602.1% |
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 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