+167.9%
RVMD vs URA
-29.1%
+197.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.8% | +1.4% | -1.4% |
| 7D | -0.7% | +4.5% | -5.2% | -1.8% |
| 30D | -6.4% | -13.4% | +7.0% | -3.4% |
| 3M | -14.1% | -28.4% | +14.3% | -7.6% |
| 6M | +21.0% | -40.5% | +61.5% | +34.0% |
| YTD | +121.4% | -24.3% | +145.7% | +132.8% |
| 1Y | +167.9% | -28.8% | +196.7% | +184.6% |
| All | +167.9% | -29.1% | +197.0% | +184.6% |
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