+1,218.8%
URI vs RRC
+63.1%
+1,155.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.3% | +6.6% | +6.8% |
| 7D | -4.0% | -10.3% | +6.3% | -1.5% |
| 30D | +6.8% | +19.5% | -12.7% | +2.1% |
| 3M | -2.8% | +27.9% | -30.7% | -8.8% |
| 6M | +20.9% | +21.2% | -0.3% | +14.4% |
| YTD | +40.2% | +39.6% | +0.7% | +27.4% |
| 1Y | +34.1% | +31.3% | +2.8% | +23.4% |
| 3Y | +164.1% | +51.9% | +112.2% | +130.9% |
| 5Y | +199.3% | +110.2% | +89.2% | +132.5% |
| 10Y | +1,218.8% | +56.7% | +1,162.2% | +824.9% |
| All | +1,218.8% | +63.1% | +1,155.8% | +824.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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