+203.4%
URI vs RMD
-19.3%
+222.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.7% |
| 7D | -2.0% | -5.0% | +3.0% | -0.2% |
| 30D | -12.9% | +2.2% | -15.2% | -13.8% |
| 3M | -6.7% | +17.8% | -24.6% | -12.7% |
| 6M | +19.0% | -11.3% | +30.3% | +23.5% |
| YTD | +25.5% | -4.4% | +30.0% | +26.5% |
| 1Y | +5.5% | -15.7% | +21.3% | +11.2% |
| 3Y | +111.3% | +47.7% | +63.6% | +74.3% |
| All | +203.4% | -19.3% | +222.7% | +170.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling