+278.9%
URA vs RVTY
+206.5%
+72.4%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.8% | +1.6% | +3.5% |
| 7D | -4.1% | -1.2% | -2.9% | -3.8% |
| 30D | -19.0% | +1.0% | -20.0% | -19.3% |
| 3M | -25.1% | +35.8% | -61.0% | -32.7% |
| 6M | -44.5% | +56.7% | -101.2% | -52.7% |
| YTD | -24.3% | +60.7% | -85.0% | -36.5% |
| 1Y | -28.1% | +73.7% | -101.8% | -41.3% |
| 3Y | +40.7% | +82.8% | -42.1% | +7.4% |
| 5Y | +35.5% | -7.0% | +42.5% | +31.3% |
| All | +278.9% | +206.5% | +72.4% | +128.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 10y: compounded portfolio wealth divided by compounded RVTY 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…
10y analysis · Full analysis span regression · 6 months rolling