+41.0%
RY vs URA
-31.4%
+72.4%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.4% | -5.7% | -1.9% |
| 7D | -0.9% | -4.1% | +3.2% | -0.3% |
| 30D | +5.9% | -19.0% | +24.9% | +8.8% |
| 3M | -4.3% | -25.1% | +20.9% | -0.7% |
| 6M | +12.1% | -44.5% | +56.6% | +20.9% |
| YTD | +20.3% | -24.3% | +44.6% | +23.1% |
| 1Y | +41.0% | -28.1% | +69.1% | +45.2% |
| All | +41.0% | -31.4% | +72.4% | +45.2% |
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