+375.0%
RCL vs URI
+1,189.1%
-814.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +2.9% | +2.2% |
| 7D | +8.5% | -6.0% | +14.5% | +12.3% |
| 30D | +20.4% | +4.6% | +15.8% | +16.3% |
| 3M | +11.0% | -2.7% | +13.7% | +11.5% |
| 6M | +24.9% | +18.4% | +6.5% | +8.9% |
| YTD | +23.9% | +37.4% | -13.5% | -7.9% |
| 1Y | +30.8% | +30.4% | +0.5% | +0.8% |
| 3Y | +270.4% | +147.9% | +122.5% | +68.5% |
| 5Y | +296.1% | +202.1% | +94.0% | +49.6% |
| 10Y | +375.0% | +1,182.4% | -807.4% | -26.7% |
| All | +375.0% | +1,189.1% | -814.0% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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