+19.0%
RSP vs URA
-27.8%
+46.8%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +6.2% | -3.9% | +1.6% |
| 7D | +0.4% | +4.3% | -3.8% | 0.0% |
| 30D | +3.7% | -11.7% | +15.4% | +5.0% |
| 3M | +0.8% | -23.5% | +24.3% | +3.4% |
| 6M | +9.1% | -37.8% | +46.9% | +14.3% |
| YTD | +16.7% | -19.6% | +36.4% | +17.5% |
| All | +19.0% | -27.8% | +46.8% | +20.9% |
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