+190.3%
RDDT vs URI
+46.5%
+143.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.3% | -3.3% | -2.4% |
| 7D | -7.4% | +5.0% | -12.4% | -8.8% |
| 30D | -7.7% | -9.4% | +1.7% | -5.0% |
| 3M | -17.8% | -5.8% | -12.0% | -16.8% |
| 6M | +5.5% | +25.8% | -20.4% | -4.6% |
| YTD | -36.3% | +27.9% | -64.2% | -44.4% |
| 1Y | -39.0% | +9.7% | -48.7% | -42.4% |
| All | +190.3% | +46.5% | +143.8% | +95.6% |
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