+29.3%
RRX vs URA
-32.2%
+61.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.1% | -2.6% | -3.2% |
| 7D | +7.6% | -10.5% | +18.2% | +12.7% |
| 30D | +7.5% | -18.6% | +26.2% | +16.9% |
| 3M | -21.0% | -23.0% | +2.0% | -12.8% |
| 6M | -18.1% | -40.3% | +22.2% | -1.6% |
| YTD | +24.3% | -23.5% | +47.8% | +35.5% |
| 1Y | +29.3% | -31.1% | +60.4% | +43.9% |
| All | +29.3% | -32.2% | +61.5% | +43.9% |
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