+46.1%
RSP vs URI
+178.2%
-132.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -7.1% | +4.2% | -1.0% |
| 7D | -1.4% | -12.9% | +11.5% | +2.2% |
| 30D | +2.1% | -3.4% | +5.5% | +2.9% |
| 3M | -0.9% | -10.0% | +9.1% | +1.6% |
| 6M | +7.5% | +12.2% | -4.7% | +3.0% |
| YTD | +14.6% | +29.8% | -15.2% | +3.2% |
| 1Y | +17.6% | +24.6% | -7.0% | +7.2% |
| 3Y | +60.8% | +137.6% | -76.8% | +12.2% |
| 5Y | +46.1% | +176.6% | -130.5% | -7.0% |
| All | +46.1% | +178.2% | -132.1% | -7.0% |
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