+7,210.0%
URI vs RRC
+402.9%
+6,807.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -14.8% |
| 6M | +9.9% | +18.9% | -9.1% | +4.1% |
| YTD | +31.2% | +39.2% | -8.0% | +18.8% |
| 1Y | +25.9% | +34.0% | -8.0% | +14.8% |
| 3Y | +147.4% | +42.0% | +105.4% | +118.5% |
| 5Y | +179.7% | +111.9% | +67.9% | +113.3% |
| 10Y | +1,419.5% | +62.8% | +1,356.8% | +904.1% |
| All | +7,210.0% | +402.9% | +6,807.1% | +4,411.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling