-12.0%
TRI vs URA
+37.6%
-49.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.8% | +4.2% | +0.3% |
| 7D | -7.5% | +4.5% | -12.0% | -7.4% |
| 30D | +3.9% | -13.4% | +17.3% | +3.8% |
| 3M | +7.2% | -28.4% | +35.6% | +6.9% |
| 6M | +27.0% | -40.5% | +67.4% | +28.0% |
| YTD | -14.0% | -24.3% | +10.2% | -16.0% |
| 1Y | -17.7% | -28.8% | +11.2% | -19.1% |
| All | -12.0% | +37.6% | -49.6% | -24.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling