+1,871.6%
TRV vs URI
+7,815.7%
-5,944.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.1% | +3.5% | +1.8% |
| 7D | +1.4% | -6.0% | +7.3% | +2.4% |
| 30D | +8.7% | +4.6% | +4.1% | +7.5% |
| 3M | +7.1% | -2.7% | +9.8% | +7.2% |
| 6M | +35.5% | +18.4% | +17.1% | +30.1% |
| YTD | +39.7% | +37.4% | +2.4% | +28.9% |
| 1Y | +44.1% | +30.4% | +13.7% | +34.2% |
| 3Y | +148.1% | +147.9% | +0.2% | +99.1% |
| 5Y | +178.6% | +202.1% | -23.5% | +110.2% |
| 10Y | +352.5% | +1,182.4% | -829.9% | +146.0% |
| All | +1,871.6% | +7,815.7% | -5,944.1% | +460.6% |
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