-27.7%
TRMB vs URA
+20.2%
-47.9%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.1% | -4.3% | -1.5% |
| 7D | -0.3% | +8.1% | -8.4% | -1.1% |
| 30D | -1.2% | +5.8% | -7.0% | -1.9% |
| 3M | +9.6% | +3.4% | +6.2% | +9.2% |
| 6M | -16.1% | -2.6% | -13.5% | -16.3% |
| YTD | -25.0% | +11.2% | -36.1% | -27.8% |
| 1Y | -27.7% | +19.8% | -47.5% | -32.0% |
| All | -27.7% | +20.2% | -47.9% | -32.0% |
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 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