+33.1%
URI vs RMD
-4.7%
+37.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.2% | +6.7% | +6.9% |
| 7D | -4.0% | +1.2% | -5.2% | -4.2% |
| 30D | +6.8% | +2.5% | +4.3% | +6.6% |
| 3M | -2.8% | +11.5% | -14.4% | -4.6% |
| 6M | +20.9% | +14.7% | +6.2% | +17.0% |
| YTD | +40.2% | -1.3% | +41.6% | +42.9% |
| All | +33.1% | -4.7% | +37.8% | +37.2% |
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