+154.5%
TRV vs URA
+132.7%
+21.8%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.7% | +0.4% |
| 7D | +0.2% | +5.7% | -5.5% | -0.1% |
| 30D | -2.3% | +5.6% | -7.9% | -2.7% |
| 3M | +22.7% | +6.2% | +16.5% | +22.2% |
| 6M | +21.9% | -8.2% | +30.2% | +22.2% |
| YTD | +27.5% | +9.7% | +17.8% | +25.5% |
| 1Y | +36.2% | +17.0% | +19.3% | +32.5% |
| 3Y | +140.6% | +118.5% | +22.1% | +115.3% |
| 5Y | +154.5% | +134.3% | +20.2% | +121.1% |
| All | +154.5% | +132.7% | +21.8% | +121.1% |
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