+217.2%
ROL vs URI
+1,243.8%
-1,026.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.2% | -4.0% | -0.5% |
| 7D | +0.8% | +2.4% | -1.6% | +0.3% |
| 30D | +20.6% | +8.9% | +11.7% | +18.8% |
| 3M | +4.5% | +0.8% | +3.7% | +4.0% |
| 6M | -26.5% | +23.1% | -49.6% | -29.6% |
| YTD | -34.8% | +43.1% | -77.9% | -39.7% |
| 1Y | -33.2% | +35.7% | -68.9% | -37.6% |
| 3Y | +4.5% | +158.2% | -153.7% | -15.5% |
| 5Y | +15.5% | +212.6% | -197.0% | -12.1% |
| 10Y | +217.2% | +1,210.8% | -993.5% | +89.2% |
| All | +217.2% | +1,243.8% | -1,026.5% | +89.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling