+146.7%
TRV vs URI
+161.0%
-14.3%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.9% | -6.9% | -0.6% |
| 7D | -0.9% | -4.0% | +3.1% | -0.6% |
| 30D | +7.2% | +6.8% | +0.4% | +6.4% |
| 3M | +3.2% | -2.8% | +6.0% | +3.3% |
| 6M | +33.6% | +20.9% | +12.8% | +30.3% |
| YTD | +37.8% | +40.2% | -2.5% | +31.2% |
| 1Y | +43.4% | +34.1% | +9.3% | +37.3% |
| 3Y | +146.7% | +164.1% | -17.5% | +128.1% |
| All | +146.7% | +161.0% | -14.3% | +128.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling