+153.9%
TRV vs URI
+206.8%
-53.0%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.1% |
| 7D | +0.5% | +2.5% | -2.0% | +0.1% |
| 30D | -4.9% | -12.5% | +7.7% | -3.0% |
| 3M | +23.7% | -6.2% | +29.9% | +24.5% |
| 6M | +20.3% | +25.9% | -5.6% | +14.6% |
| YTD | +27.1% | +26.2% | +0.9% | +20.3% |
| 1Y | +35.3% | +5.5% | +29.9% | +32.2% |
| 3Y | +139.8% | +125.0% | +14.8% | +95.7% |
| 5Y | +153.9% | +210.4% | -56.6% | +84.4% |
| All | +153.9% | +206.8% | -53.0% | +84.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling