+147.9%
URI vs RSG
+63.4%
+84.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.1% |
| 7D | -6.0% | +2.0% | -7.9% | -6.5% |
| 30D | +4.6% | +14.2% | -9.6% | +0.8% |
| 3M | -2.7% | +15.8% | -18.4% | -6.7% |
| 6M | +18.4% | +24.6% | -6.2% | +10.1% |
| YTD | +37.4% | +18.2% | +19.1% | +30.0% |
| 1Y | +30.4% | +22.8% | +7.6% | +22.0% |
| 3Y | +147.9% | +62.4% | +85.5% | +102.7% |
| All | +147.9% | +63.4% | +84.5% | +102.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling