+1,218.8%
URI vs RMD
+360.8%
+858.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.2% | +6.7% | +6.8% |
| 7D | -4.0% | +1.2% | -5.2% | -4.6% |
| 30D | +6.8% | +2.5% | +4.3% | +5.5% |
| 3M | -2.8% | +11.5% | -14.4% | -7.4% |
| 6M | +20.9% | +14.7% | +6.2% | +12.8% |
| YTD | +40.2% | -1.3% | +41.6% | +38.6% |
| 1Y | +34.1% | -5.3% | +39.4% | +34.6% |
| 3Y | +164.1% | +68.8% | +95.4% | +102.5% |
| 5Y | +199.3% | -5.9% | +205.2% | +184.4% |
| 10Y | +1,218.8% | +348.7% | +870.2% | +705.1% |
| All | +1,218.8% | +360.8% | +858.1% | +705.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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