+55.6%
RGTI vs URI
+196.6%
-141.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.9% | +3.3% | +2.2% |
| 7D | -0.1% | -0.5% | +0.4% | +0.1% |
| 30D | -16.2% | -13.4% | -2.8% | -7.5% |
| 3M | -22.0% | -6.2% | -15.8% | -19.2% |
| 6M | -10.8% | +28.0% | -38.7% | -30.1% |
| YTD | -31.6% | +23.0% | -54.5% | -45.4% |
| 1Y | -6.4% | +5.5% | -11.9% | -15.7% |
| 3Y | +665.7% | +119.2% | +546.5% | +299.5% |
| 5Y | +55.6% | +201.0% | -145.4% | -32.9% |
| All | +55.6% | +196.6% | -141.0% | -32.9% |
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