+23.6%
TDY vs URA
-32.2%
+55.8%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.1% | -3.7% | -4.5% |
| 7D | -5.0% | -10.5% | +5.5% | -2.1% |
| 30D | +2.0% | -18.6% | +20.6% | +7.9% |
| 3M | -7.7% | -23.0% | +15.3% | -1.4% |
| 6M | -0.9% | -40.3% | +39.4% | +13.4% |
| YTD | +23.7% | -23.5% | +47.2% | +31.0% |
| 1Y | +23.6% | -31.1% | +54.7% | +33.7% |
| All | +23.6% | -32.2% | +55.8% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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