-41.3%
TSCO vs URI
+5.1%
-46.4%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.9% | +2.4% | -0.8% |
| 7D | -3.1% | -0.5% | -2.6% | -3.1% |
| 30D | -4.4% | -13.4% | +9.0% | -2.2% |
| 3M | +9.7% | -6.2% | +15.9% | +10.5% |
| 6M | -32.4% | +28.0% | -60.4% | -35.5% |
| YTD | -31.7% | +23.0% | -54.6% | -33.1% |
| 1Y | -41.3% | +5.5% | -46.8% | -43.7% |
| All | -41.3% | +5.1% | -46.4% | -43.7% |
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