+360.5%
RCL vs URI
+1,246.1%
-885.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.2% | -5.5% | -4.0% |
| 7D | +0.6% | +2.6% | -2.0% | -1.4% |
| 30D | +19.4% | +9.1% | +10.3% | +12.2% |
| 3M | +9.8% | +1.0% | +8.8% | +7.6% |
| 6M | +28.6% | +23.3% | +5.3% | +9.2% |
| YTD | +22.2% | +43.3% | -21.1% | -11.7% |
| 1Y | +29.7% | +35.9% | -6.2% | -2.8% |
| 3Y | +265.3% | +158.6% | +106.7% | +61.5% |
| 5Y | +301.8% | +213.1% | +88.6% | +48.3% |
| 10Y | +360.5% | +1,213.1% | -852.6% | -31.0% |
| All | +360.5% | +1,246.1% | -885.6% | -31.0% |
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