+144.2%
RTX vs URI
+138.8%
+5.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.4% | -1.4% |
| 7D | -5.1% | -9.8% | +4.6% | -3.8% |
| 30D | +5.1% | +1.7% | +3.4% | +4.9% |
| 3M | -14.8% | -9.1% | -5.8% | -13.8% |
| 6M | +8.0% | +9.9% | -1.8% | +6.4% |
| YTD | +4.5% | +31.2% | -26.8% | -0.5% |
| 1Y | +9.8% | +25.9% | -16.1% | +5.4% |
| 3Y | +144.2% | +147.4% | -3.2% | +119.4% |
| All | +144.2% | +138.8% | +5.4% | +119.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling