+19.6%
RRX vs URA
+131.0%
-111.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.1% | -2.6% | -0.6% |
| 7D | +4.3% | +8.1% | -3.8% | +1.4% |
| 30D | -8.0% | +5.8% | -13.8% | -10.0% |
| 3M | -22.0% | +3.4% | -25.5% | -23.3% |
| 6M | -11.9% | -2.6% | -9.3% | -11.6% |
| YTD | +17.1% | +11.2% | +5.9% | +10.9% |
| 1Y | +14.9% | +19.8% | -4.9% | +4.5% |
| 3Y | +6.9% | +121.5% | -114.6% | -24.7% |
| 5Y | +19.6% | +134.5% | -114.9% | -21.8% |
| All | +19.6% | +131.0% | -111.4% | -21.8% |
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