+531.6%
RSP vs URA
-50.4%
+582.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.5% | +3.4% | +0.8% |
| 7D | +0.7% | +0.3% | +0.4% | +0.6% |
| 30D | +3.7% | -14.8% | +18.5% | +7.6% |
| 3M | +0.7% | -25.3% | +26.0% | +7.6% |
| 6M | +9.0% | -39.9% | +49.0% | +22.2% |
| YTD | +16.7% | -22.4% | +39.1% | +20.3% |
| 1Y | +19.0% | -29.0% | +47.9% | +25.1% |
| 3Y | +64.7% | +41.0% | +23.8% | +36.2% |
| 5Y | +49.6% | +38.3% | +11.3% | +19.6% |
| 10Y | +213.2% | +276.1% | -62.9% | +66.1% |
| All | +531.6% | -50.4% | +582.0% | +447.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling