+178.3%
TRV vs URA
+37.5%
+140.8%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.4% |
| 7D | -2.4% | +2.9% | -5.3% | -2.5% |
| 30D | +7.5% | -10.8% | +18.3% | +8.0% |
| 3M | +6.7% | -25.5% | +32.2% | +8.2% |
| 6M | +35.5% | -41.2% | +76.7% | +39.3% |
| YTD | +39.3% | -21.3% | +60.5% | +39.1% |
| 1Y | +41.8% | -25.7% | +67.5% | +42.2% |
| 3Y | +147.3% | +43.1% | +104.2% | +124.7% |
| 5Y | +178.3% | +35.6% | +142.7% | +155.1% |
| All | +178.3% | +37.5% | +140.8% | +155.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling