+501.8%
RTX vs URA
-31.1%
+532.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -0.9% |
| 7D | -5.2% | +1.1% | -6.2% | -5.4% |
| 30D | -9.4% | +7.4% | -16.8% | -11.2% |
| 3M | +12.3% | -8.4% | +20.7% | +13.7% |
| 6M | -3.1% | -12.7% | +9.6% | -1.5% |
| YTD | +10.7% | +7.8% | +2.9% | +5.9% |
| 1Y | +28.4% | +19.5% | +9.0% | +17.8% |
| 3Y | +147.1% | +116.4% | +30.6% | +84.5% |
| 5Y | +167.2% | +134.3% | +33.0% | +84.5% |
| 10Y | +274.7% | +359.3% | -84.5% | +92.2% |
| All | +501.8% | -31.1% | +532.9% | +368.0% |
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 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