+7,883.4%
URI vs RRX
+891.0%
+6,992.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.5% | +2.6% | +3.2% |
| 7D | +2.6% | +5.4% | -2.8% | -0.8% |
| 30D | +9.1% | +12.0% | -2.9% | +0.3% |
| 3M | +1.0% | +6.1% | -5.1% | -4.3% |
| 6M | +23.3% | -13.2% | +36.6% | +28.4% |
| YTD | +43.3% | +31.0% | +12.3% | +8.6% |
| 1Y | +35.9% | +38.8% | -2.8% | -1.6% |
| 3Y | +158.6% | +70.3% | +88.4% | +52.2% |
| 5Y | +213.1% | +15.5% | +197.6% | +131.2% |
| 10Y | +1,213.1% | +213.7% | +999.4% | +406.9% |
| All | +7,883.4% | +891.0% | +6,992.4% | +1,363.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling