+1,135.8%
URI vs RRX
+200.5%
+935.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | +0.2% |
| 7D | +6.7% | +4.3% | +2.4% | +3.9% |
| 30D | +8.9% | +12.3% | -3.5% | -0.3% |
| 3M | +0.5% | +3.7% | -3.1% | -3.3% |
| 6M | +20.7% | -13.9% | +34.6% | +26.2% |
| YTD | +40.0% | +26.5% | +13.6% | +5.3% |
| 1Y | +34.4% | +29.3% | +5.1% | -1.2% |
| 3Y | +149.5% | +65.6% | +83.9% | +36.3% |
| 5Y | +205.6% | +10.6% | +194.9% | +121.4% |
| All | +1,135.8% | +200.5% | +935.4% | +241.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling