+1,151.9%
URI vs RSG
+452.6%
+699.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.5% | -2.1% |
| 7D | +9.3% | +1.4% | +7.9% | +8.2% |
| 30D | +7.6% | +15.0% | -7.5% | -3.2% |
| 3M | +1.0% | +18.5% | -17.4% | -11.2% |
| 6M | +19.8% | +25.8% | -5.9% | -0.5% |
| YTD | +41.9% | +20.8% | +21.0% | +21.3% |
| 1Y | +33.4% | +24.8% | +8.6% | +11.0% |
| 3Y | +156.0% | +65.9% | +90.1% | +61.3% |
| 5Y | +209.5% | +99.1% | +110.5% | +62.2% |
| All | +1,151.9% | +452.6% | +699.2% | +205.7% |
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