+9.8%
URI vs RSG
-1.4%
+11.2%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +1.0% | +1.2% |
| 7D | +5.0% | 0.0% | +5.0% | +5.0% |
| 30D | -9.4% | +3.7% | -13.1% | -10.3% |
| 3M | -5.8% | +6.2% | -12.0% | -7.8% |
| 6M | +25.8% | -2.8% | +28.6% | +24.3% |
| YTD | +27.9% | +5.9% | +22.0% | +23.5% |
| All | +9.8% | -1.4% | +11.2% | +7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling