+652.2%
RGTI vs URI
+116.5%
+535.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +0.5% | -2.1% | +2.5% | +1.8% |
| 30D | -17.1% | -12.4% | -4.7% | -8.9% |
| 3M | -26.0% | -7.3% | -18.7% | -22.6% |
| 6M | -9.9% | +27.2% | -37.1% | -30.1% |
| YTD | -31.1% | +23.0% | -54.0% | -46.0% |
| 1Y | -8.5% | +3.9% | -12.4% | -16.4% |
| 3Y | +652.2% | +121.6% | +530.6% | +219.2% |
| All | +652.2% | +116.5% | +535.7% | +219.2% |
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