+175.6%
RCL vs URI
+113.1%
+62.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.7% |
| 7D | -5.1% | -2.0% | -3.1% | -4.4% |
| 30D | -19.0% | -12.9% | -6.1% | -14.7% |
| 3M | -9.6% | -6.7% | -2.8% | -7.7% |
| 6M | -6.7% | +19.0% | -25.7% | -14.5% |
| YTD | -3.9% | +25.5% | -29.5% | -16.4% |
| 1Y | -25.1% | +5.5% | -30.6% | -28.8% |
| All | +175.6% | +113.1% | +62.4% | +75.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling