+2,979.5%
RTX vs URI
+7,377.6%
-4,398.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -7.1% | +3.8% | -1.7% |
| 7D | -3.8% | -12.9% | +9.2% | -0.8% |
| 30D | +4.7% | -3.4% | +8.1% | +5.4% |
| 3M | -13.4% | -10.0% | -3.4% | -11.6% |
| 6M | +11.8% | +12.2% | -0.4% | +8.3% |
| YTD | +5.8% | +29.8% | -24.0% | -2.2% |
| 1Y | +11.9% | +24.6% | -12.7% | +4.4% |
| 3Y | +146.3% | +137.6% | +8.7% | +93.7% |
| 5Y | +134.3% | +176.6% | -42.3% | +74.0% |
| 10Y | +277.9% | +1,402.6% | -1,124.7% | +89.9% |
| All | +2,979.5% | +7,377.6% | -4,398.1% | +762.7% |
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