+144.2%
RTX vs URA
+36.0%
+108.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.4% | -5.6% | -1.6% |
| 7D | -5.1% | -4.1% | -1.0% | -4.8% |
| 30D | +5.1% | -19.0% | +24.2% | +7.1% |
| 3M | -14.8% | -25.1% | +10.3% | -12.8% |
| 6M | +8.0% | -44.5% | +52.5% | +13.8% |
| YTD | +4.5% | -24.3% | +28.8% | +6.4% |
| 1Y | +9.8% | -28.1% | +38.0% | +12.2% |
| 3Y | +144.2% | +40.7% | +103.5% | +132.2% |
| All | +144.2% | +36.0% | +108.2% | +132.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling