+95.2%
RDDT vs URI
+60.4%
+34.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.7% |
| 7D | +3.5% | +6.7% | -3.2% | +1.6% |
| 30D | -33.7% | +8.9% | -42.6% | -35.2% |
| 3M | -37.7% | +0.5% | -38.3% | -37.8% |
| 6M | -36.1% | +20.7% | -56.8% | -40.1% |
| YTD | -57.2% | +40.0% | -97.2% | -63.6% |
| 1Y | -48.0% | +34.4% | -82.4% | -54.9% |
| All | +95.2% | +60.4% | +34.8% | +28.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling