+179.2%
URI vs RRC
+110.6%
+68.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.9% | +4.1% | +1.8% |
| 7D | -9.8% | -10.8% | +1.0% | -7.2% |
| 30D | +1.7% | +22.3% | -20.6% | -3.5% |
| 3M | -9.1% | +26.6% | -35.7% | -14.7% |
| 6M | +9.9% | +18.9% | -9.1% | +4.2% |
| YTD | +31.2% | +39.2% | -8.0% | +18.2% |
| 1Y | +25.9% | +34.0% | -8.0% | +14.3% |
| 3Y | +147.4% | +42.0% | +105.4% | +116.0% |
| All | +179.2% | +110.6% | +68.5% | +128.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling