+1,708.2%
TRV vs URI
+6,985.7%
-5,277.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.9% | +4.4% | +1.3% |
| 7D | -1.5% | -0.5% | -1.0% | -1.4% |
| 30D | -1.8% | -13.4% | +11.6% | +0.8% |
| 3M | +21.6% | -6.2% | +27.8% | +22.5% |
| 6M | +22.5% | +28.0% | -5.5% | +15.4% |
| YTD | +28.1% | +23.0% | +5.2% | +21.1% |
| 1Y | +37.0% | +5.5% | +31.5% | +33.0% |
| 3Y | +141.9% | +119.2% | +22.7% | +98.8% |
| 5Y | +158.5% | +201.0% | -42.5% | +95.4% |
| 10Y | +297.5% | +1,218.9% | -921.4% | +114.7% |
| All | +1,708.2% | +6,985.7% | -5,277.5% | +426.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling