+53.5%
RGTI vs URI
+229.1%
-175.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.9% |
| 7D | -2.5% | -2.0% | -0.5% | -1.2% |
| 30D | -9.4% | -12.9% | +3.5% | -0.7% |
| 3M | -37.1% | -6.7% | -30.4% | -34.5% |
| 6M | -14.4% | +19.0% | -33.4% | -28.0% |
| YTD | -31.4% | +25.5% | -56.9% | -45.1% |
| 1Y | +0.5% | +5.5% | -5.0% | -8.7% |
| 3Y | +726.1% | +111.3% | +614.8% | +366.1% |
| 5Y | +56.2% | +198.6% | -142.3% | -28.0% |
| All | +53.5% | +229.1% | -175.5% | -29.2% |
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 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