+7.3%
RRX vs URA
+25.3%
-18.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.4% | +1.1% | +3.8% |
| 7D | +7.5% | -4.1% | +11.6% | +9.3% |
| 30D | +3.0% | -19.0% | +22.0% | +11.4% |
| 3M | -5.3% | -25.1% | +19.8% | +4.9% |
| 6M | -26.6% | -44.5% | +17.8% | -10.0% |
| YTD | +21.2% | -24.3% | +45.5% | +31.6% |
| 1Y | +25.9% | -28.1% | +54.1% | +38.5% |
| 3Y | +71.7% | +40.7% | +31.0% | +40.7% |
| All | +7.3% | +25.3% | -18.1% | -15.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling