+24,544.8%
TSCO vs URI
+7,970.4%
+16,574.4%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.2% |
| 7D | +0.3% | +6.7% | -6.4% | -1.2% |
| 30D | +11.3% | +8.9% | +2.5% | +9.0% |
| 3M | +1.5% | +0.5% | +0.9% | +0.9% |
| 6M | +24.0% | +20.7% | +3.3% | +18.1% |
| YTD | -25.7% | +40.0% | -65.7% | -32.2% |
| 1Y | -33.6% | +34.4% | -68.0% | -38.9% |
| 3Y | -1.5% | +149.5% | -151.0% | -22.7% |
| 5Y | -9.6% | +205.6% | -215.2% | -33.4% |
| 10Y | +200.8% | +1,183.1% | -982.4% | +50.7% |
| All | +24,544.8% | +7,970.4% | +16,574.4% | +5,821.9% |
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