+30.5%
RRC vs URA
-32.0%
+62.5%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +4.4% | -7.3% | -2.9% |
| 7D | -10.8% | -4.1% | -6.7% | -10.8% |
| 30D | +22.3% | -19.0% | +41.3% | +21.7% |
| 3M | +26.6% | -25.1% | +51.8% | +25.7% |
| 6M | +18.9% | -44.5% | +63.4% | +18.7% |
| YTD | +39.2% | -24.3% | +63.5% | +37.7% |
| All | +30.5% | -32.0% | +62.5% | +30.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling