-29.4%
TSCO vs URI
+33.3%
-62.7%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.4% | +8.6% | +5.0% |
| 7D | +15.7% | -4.3% | +20.0% | +16.6% |
| 30D | +16.4% | +4.6% | +11.8% | +15.3% |
| 3M | +11.2% | -2.1% | +13.3% | +11.3% |
| 6M | +14.9% | +21.9% | -7.0% | +10.1% |
| YTD | -25.4% | +39.7% | -65.1% | -29.4% |
| 1Y | -29.4% | +32.9% | -62.2% | -31.6% |
| All | -29.4% | +33.3% | -62.7% | -31.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling