+32.9%
URI vs RRX
+30.0%
+2.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.6% | -0.7% | -3.4% |
| 7D | -4.3% | +7.6% | -12.0% | -6.3% |
| 30D | +4.6% | +7.5% | -2.9% | +2.3% |
| 3M | -2.1% | -21.0% | +18.9% | +3.3% |
| 6M | +21.9% | -18.1% | +40.0% | +26.3% |
| YTD | +39.7% | +24.3% | +15.4% | +26.3% |
| 1Y | +32.9% | +29.3% | +3.6% | +18.3% |
| All | +32.9% | +30.0% | +2.9% | +18.3% |
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