+57.7%
TRU vs URA
+37.6%
+20.1%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.8% | +2.6% | -0.7% |
| 7D | -2.2% | +4.5% | -6.6% | -2.8% |
| 30D | +20.2% | -13.4% | +33.6% | +22.3% |
| 3M | +2.2% | -28.4% | +30.7% | +6.7% |
| 6M | +17.6% | -40.5% | +58.0% | +26.6% |
| YTD | -5.0% | -24.3% | +19.3% | -4.4% |
| 1Y | -1.0% | -28.8% | +27.9% | +0.8% |
| All | +57.7% | +37.6% | +20.1% | +21.9% |
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