-16.7%
TRI vs URA
-32.2%
+15.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.1% | +7.5% | +6.2% |
| 7D | +1.0% | -10.5% | +11.5% | -1.1% |
| 30D | +20.8% | -18.6% | +39.4% | +16.6% |
| 3M | +8.1% | -23.0% | +31.1% | +3.6% |
| 6M | +24.2% | -40.3% | +64.5% | +17.0% |
| YTD | -7.8% | -23.5% | +15.7% | -12.5% |
| 1Y | -16.7% | -31.1% | +14.4% | -20.3% |
| All | -16.7% | -32.2% | +15.5% | -20.3% |
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