+1,164.7%
URI vs RVTY
+219.4%
+945.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.7% | +4.4% |
| 7D | +2.6% | -0.7% | +3.3% | +3.1% |
| 30D | +9.1% | +1.7% | +7.3% | +8.0% |
| 3M | +1.0% | +36.8% | -35.8% | -15.1% |
| 6M | +23.3% | +60.1% | -36.8% | -5.2% |
| YTD | +43.3% | +64.0% | -20.7% | +6.7% |
| 1Y | +35.9% | +68.2% | -32.3% | -0.5% |
| 3Y | +158.6% | +88.8% | +69.9% | +68.5% |
| 5Y | +213.1% | -10.5% | +223.6% | +205.7% |
| All | +1,164.7% | +219.4% | +945.3% | +407.9% |
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