+7,551.9%
URI vs RMD
+15,570.1%
-8,018.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.8% |
| 7D | -6.0% | +3.1% | -9.1% | -7.0% |
| 30D | +4.6% | +1.8% | +2.8% | +3.7% |
| 3M | -2.7% | +6.7% | -9.4% | -5.2% |
| 6M | +18.4% | +13.9% | +4.5% | +12.0% |
| YTD | +37.4% | -2.0% | +39.4% | +36.2% |
| 1Y | +30.4% | -5.4% | +35.8% | +30.7% |
| 3Y | +147.9% | +67.4% | +80.5% | +101.6% |
| 5Y | +202.1% | -5.7% | +207.8% | +190.7% |
| 10Y | +1,182.4% | +338.4% | +844.1% | +635.3% |
| All | +7,551.9% | +15,570.1% | -8,018.2% | +1,491.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling