+295.4%
TRV vs URI
+1,196.9%
-901.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | 0.0% |
| 7D | +0.2% | +5.0% | -4.8% | -0.9% |
| 30D | -2.3% | -9.4% | +7.1% | -0.3% |
| 3M | +22.7% | -5.8% | +28.5% | +23.7% |
| 6M | +21.9% | +25.8% | -3.9% | +14.0% |
| YTD | +27.5% | +27.9% | -0.4% | +17.9% |
| 1Y | +36.2% | +9.7% | +26.5% | +30.4% |
| 3Y | +140.6% | +128.0% | +12.6% | +85.0% |
| 5Y | +154.5% | +212.4% | -57.9% | +73.9% |
| 10Y | +295.4% | +1,271.8% | -976.4% | +99.6% |
| All | +295.4% | +1,196.9% | -901.5% | +99.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling