+207.1%
RSP vs URA
+356.0%
-148.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.7% |
| 7D | -0.8% | +1.1% | -1.8% | -1.0% |
| 30D | -0.3% | +7.4% | -7.7% | -2.1% |
| 3M | +4.3% | -8.4% | +12.7% | +5.7% |
| 6M | +8.8% | -12.7% | +21.5% | +10.7% |
| YTD | +15.3% | +7.8% | +7.5% | +10.4% |
| 1Y | +18.3% | +19.5% | -1.2% | +8.8% |
| 3Y | +52.8% | +116.4% | -63.6% | +14.6% |
| 5Y | +51.7% | +134.3% | -82.6% | +5.3% |
| All | +207.1% | +356.0% | -148.9% | +54.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling