+5.5%
URI vs RRX
+14.9%
-9.3%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.5% | +1.6% |
| 7D | -2.0% | +3.4% | -5.4% | -2.9% |
| 30D | -12.9% | -11.1% | -1.8% | -10.1% |
| 3M | -6.7% | -23.7% | +17.0% | -0.7% |
| 6M | +19.0% | -22.0% | +41.0% | +24.3% |
| YTD | +25.5% | +16.5% | +9.1% | +16.9% |
| 1Y | +5.5% | +11.5% | -6.0% | -1.3% |
| All | +5.5% | +14.9% | -9.3% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1y: compounded portfolio wealth divided by compounded RRX 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…
1y analysis · Full analysis span regression · 6 months rolling