-68.1%
RGTI vs URI
+33.3%
-101.4%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.4% | +5.5% | +2.6% |
| 7D | -9.6% | -4.3% | -5.3% | -8.2% |
| 30D | -26.0% | +4.6% | -30.6% | -27.1% |
| 3M | -35.8% | -2.1% | -33.6% | -35.4% |
| 6M | -36.7% | +21.9% | -58.6% | -40.4% |
| YTD | -49.4% | +39.7% | -89.1% | -58.3% |
| 1Y | -68.1% | +32.9% | -101.0% | -70.7% |
| All | -68.1% | +33.3% | -101.4% | -70.7% |
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