-2.8%
RGTI vs URI
+267.1%
-269.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.3% | -5.6% | -6.0% |
| 7D | -18.1% | +6.7% | -24.8% | -21.6% |
| 30D | -17.6% | +8.9% | -26.5% | -21.9% |
| 3M | -48.3% | +0.5% | -48.9% | -48.5% |
| 6M | -47.8% | +20.7% | -68.4% | -54.6% |
| YTD | -56.6% | +40.0% | -96.6% | -67.7% |
| 1Y | -61.8% | +34.4% | -96.2% | -70.6% |
| 3Y | +807.5% | +149.5% | +658.1% | +360.4% |
| 5Y | -8.8% | +205.6% | -214.4% | -60.9% |
| All | -2.8% | +267.1% | -269.9% | -58.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling