+293.8%
TRV vs URA
+361.2%
-67.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.0% | +4.5% | +1.1% |
| 7D | -1.5% | -1.5% | +0.1% | -1.3% |
| 30D | -1.8% | -0.4% | -1.4% | -1.9% |
| 3M | +21.6% | +6.3% | +15.3% | +20.0% |
| 6M | +22.5% | -14.0% | +36.4% | +23.8% |
| YTD | +28.1% | +5.3% | +22.8% | +24.4% |
| 1Y | +37.0% | +11.7% | +25.4% | +30.3% |
| 3Y | +141.9% | +109.8% | +32.1% | +97.3% |
| 5Y | +158.5% | +108.0% | +50.6% | +102.1% |
| All | +293.8% | +361.2% | -67.4% | +105.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling