-7.5%
TSCO vs URI
+215.5%
-223.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.3% | -5.0% | -4.0% |
| 7D | -2.5% | +5.0% | -7.5% | -3.7% |
| 30D | -1.1% | -9.4% | +8.3% | +1.3% |
| 3M | +14.3% | -5.8% | +20.1% | +15.6% |
| 6M | -31.9% | +25.8% | -57.7% | -36.9% |
| YTD | -30.7% | +27.9% | -58.6% | -36.3% |
| 1Y | -41.1% | +9.7% | -50.8% | -43.7% |
| 3Y | -17.1% | +128.0% | -145.1% | -39.8% |
| 5Y | -7.5% | +212.4% | -219.9% | -43.7% |
| All | -7.5% | +215.5% | -223.1% | -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 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