+278.0%
RTX vs URI
+1,179.9%
-901.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -1.2% |
| 7D | -5.2% | -2.0% | -3.2% | -4.6% |
| 30D | -9.4% | -12.9% | +3.6% | -5.3% |
| 3M | +12.3% | -6.7% | +19.0% | +14.2% |
| 6M | -3.1% | +19.0% | -22.1% | -10.4% |
| YTD | +10.7% | +25.5% | -14.9% | -0.6% |
| 1Y | +28.4% | +5.5% | +22.9% | +22.1% |
| 3Y | +147.1% | +111.3% | +35.8% | +73.0% |
| 5Y | +167.2% | +198.6% | -31.3% | +55.0% |
| All | +278.0% | +1,179.9% | -901.9% | +27.3% |
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