+1,186.2%
URI vs RSG
+425.0%
+761.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.2% | -3.4% |
| 7D | -0.5% | -1.8% | +1.3% | +0.8% |
| 30D | -13.4% | +2.8% | -16.2% | -15.2% |
| 3M | -6.2% | +4.3% | -10.5% | -9.9% |
| 6M | +28.0% | -0.5% | +28.5% | +27.0% |
| YTD | +23.0% | +5.2% | +17.7% | +16.8% |
| 1Y | +5.5% | -2.1% | +7.7% | +5.5% |
| 3Y | +119.2% | +56.5% | +62.7% | +42.8% |
| 5Y | +201.0% | +89.5% | +111.5% | +59.9% |
| All | +1,186.2% | +425.0% | +761.2% | +187.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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