+1,745.8%
TRV vs URI
+6,986.0%
-5,240.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-11.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +1.9% | -2.1% | +4.0% | +2.3% |
| 30D | +1.7% | -12.4% | +14.1% | +4.2% |
| 3M | +23.9% | -7.3% | +31.2% | +25.1% |
| 6M | +26.3% | +27.2% | -0.9% | +19.2% |
| YTD | +30.8% | +23.0% | +7.9% | +23.6% |
| 1Y | +36.3% | +3.9% | +32.4% | +32.8% |
| 3Y | +145.0% | +121.6% | +23.4% | +101.0% |
| 5Y | +163.9% | +201.1% | -37.2% | +99.4% |
| 10Y | +305.8% | +1,219.0% | -913.2% | +119.2% |
| All | +1,745.8% | +6,986.0% | -5,240.2% | +437.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 1990-01-01 to 2026-09-11: compounded portfolio wealth divided by compounded URI 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…
1990-01-01 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling