+41.7%
RY vs URA
-27.8%
+69.5%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.2% | -4.7% | +0.6% |
| 7D | -0.2% | +4.3% | -4.5% | -0.8% |
| 30D | +7.1% | -11.7% | +18.8% | +8.8% |
| 3M | -2.7% | -23.5% | +20.9% | +0.7% |
| 6M | +13.8% | -37.8% | +51.5% | +20.6% |
| YTD | +22.1% | -19.6% | +41.7% | +23.8% |
| All | +41.7% | -27.8% | +69.5% | +45.5% |
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