+1,182.4%
URI vs RVTY
+212.9%
+969.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.5% |
| 7D | -6.0% | -2.7% | -3.3% | -4.5% |
| 30D | +4.6% | +3.2% | +1.4% | +2.8% |
| 3M | -2.7% | +37.2% | -39.9% | -18.3% |
| 6M | +18.4% | +57.7% | -39.3% | -8.3% |
| YTD | +37.4% | +64.8% | -27.5% | +2.0% |
| 1Y | +30.4% | +72.8% | -42.5% | -6.0% |
| 3Y | +147.9% | +89.8% | +58.1% | +61.2% |
| 5Y | +202.1% | -8.4% | +210.5% | +190.5% |
| 10Y | +1,182.4% | +219.5% | +963.0% | +435.6% |
| All | +1,182.4% | +212.9% | +969.5% | +435.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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