-3.0%
RUN vs URA
+36.0%
-39.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.4% | -3.3% | -1.1% |
| 7D | +33.4% | -4.1% | +37.5% | +35.6% |
| 30D | +31.1% | -19.0% | +50.2% | +45.4% |
| 3M | +6.4% | -25.1% | +31.5% | +23.1% |
| 6M | -22.2% | -44.5% | +22.3% | +3.8% |
| YTD | -45.8% | -24.3% | -21.4% | -38.6% |
| 1Y | -51.1% | -28.1% | -23.0% | -43.4% |
| 3Y | -3.0% | +40.7% | -43.7% | -18.7% |
| All | -3.0% | +36.0% | -39.0% | -18.7% |
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