+496.2%
RVMD vs URA
+260.3%
+235.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.6% | -0.7% | -1.7% |
| 7D | -10.4% | -1.5% | -8.9% | -9.9% |
| 30D | -11.0% | -10.4% | -0.6% | -7.4% |
| 3M | -14.7% | -29.6% | +14.9% | -4.1% |
| 6M | +14.9% | -40.3% | +55.2% | +35.8% |
| YTD | +116.3% | -25.5% | +141.8% | +130.1% |
| 1Y | +167.6% | -26.4% | +194.0% | +184.7% |
| 3Y | +776.8% | +31.4% | +745.4% | +569.9% |
| 5Y | +424.8% | +28.6% | +396.2% | +287.0% |
| All | +496.2% | +260.3% | +235.8% | +111.7% |
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 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