+3,122.5%
RTX vs URI
+7,134.6%
-4,012.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -1.0% |
| 7D | -5.2% | -2.0% | -3.2% | -4.8% |
| 30D | -9.4% | -12.9% | +3.6% | -6.7% |
| 3M | +12.3% | -6.7% | +19.0% | +13.6% |
| 6M | -3.1% | +19.0% | -22.1% | -7.9% |
| YTD | +10.7% | +25.5% | -14.9% | +3.3% |
| 1Y | +28.4% | +5.5% | +22.9% | +24.3% |
| 3Y | +147.1% | +111.3% | +35.8% | +99.5% |
| 5Y | +167.2% | +198.6% | -31.3% | +95.2% |
| 10Y | +274.7% | +1,179.9% | -905.2% | +94.2% |
| All | +3,122.5% | +7,134.6% | -4,012.1% | +811.1% |
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