+31.6%
RCL vs URI
+26.0%
+5.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.2% | +1.2% |
| 7D | +6.5% | -9.8% | +16.3% | +7.7% |
| 30D | +15.9% | +1.7% | +14.1% | +15.7% |
| 3M | +2.7% | -9.1% | +11.7% | +3.6% |
| 6M | +15.2% | +9.9% | +5.4% | +14.4% |
| YTD | +19.2% | +31.2% | -12.0% | +7.5% |
| 1Y | +31.6% | +25.9% | +5.7% | +21.4% |
| All | +31.6% | +26.0% | +5.6% | +21.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling