+9.7%
URI vs RMD
-20.7%
+30.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.4% |
| 7D | +5.0% | -4.7% | +9.7% | +6.1% |
| 30D | -9.4% | +0.2% | -9.6% | -9.5% |
| 3M | -5.8% | +12.0% | -17.8% | -9.4% |
| 6M | +25.8% | -12.5% | +38.4% | +35.4% |
| YTD | +27.9% | -7.9% | +35.8% | +32.1% |
| 1Y | +9.7% | -20.4% | +30.1% | +23.5% |
| All | +9.7% | -20.7% | +30.4% | +23.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling