+1,218.8%
URI vs RGEN
+508.6%
+710.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +3.1% | +3.7% | +6.1% |
| 7D | -4.0% | +3.5% | -7.5% | -4.8% |
| 30D | +6.8% | +2.9% | +3.9% | +6.0% |
| 3M | -2.8% | +9.2% | -12.0% | -5.6% |
| 6M | +20.9% | +44.9% | -24.1% | +8.0% |
| YTD | +40.2% | +9.2% | +31.0% | +34.1% |
| 1Y | +34.1% | +25.3% | +8.8% | +23.4% |
| 3Y | +164.1% | +21.7% | +142.4% | +134.6% |
| 5Y | +199.3% | -34.5% | +233.8% | +193.2% |
| 10Y | +1,218.8% | +478.9% | +739.9% | +567.4% |
| All | +1,218.8% | +508.6% | +710.2% | +567.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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