+1,886.5%
RCL vs URI
+7,377.6%
-5,491.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -7.1% | +4.0% | -0.1% |
| 7D | +3.9% | -12.9% | +16.8% | +9.9% |
| 30D | +11.8% | -3.4% | +15.2% | +13.1% |
| 3M | -0.8% | -10.0% | +9.2% | +3.0% |
| 6M | +23.6% | +12.2% | +11.4% | +16.2% |
| YTD | +17.6% | +29.8% | -12.1% | +0.6% |
| 1Y | +28.3% | +24.6% | +3.7% | +11.6% |
| 3Y | +261.4% | +137.6% | +123.9% | +133.7% |
| 5Y | +245.3% | +176.6% | +68.7% | +109.8% |
| 10Y | +381.8% | +1,402.6% | -1,020.8% | +52.8% |
| All | +1,886.5% | +7,377.6% | -5,491.1% | +122.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling