+49.9%
TRV vs URA
-32.2%
+82.0%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +3.4% |
| 7D | +3.9% | -10.5% | +14.4% | +3.0% |
| 30D | +13.5% | -18.6% | +32.1% | +11.9% |
| 3M | +8.9% | -23.0% | +31.9% | +7.1% |
| 6M | +36.8% | -40.3% | +77.1% | +33.7% |
| YTD | +42.7% | -23.5% | +66.2% | +41.6% |
| 1Y | +49.9% | -31.1% | +81.0% | +48.2% |
| All | +49.9% | -32.2% | +82.0% | +48.2% |
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