+24,740.9%
TSCO vs URI
+8,158.7%
+16,582.2%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.2% | -6.2% | -2.9% |
| 7D | +0.4% | +2.6% | -2.1% | -0.3% |
| 30D | +9.8% | +9.1% | +0.8% | +7.5% |
| 3M | +4.8% | +1.0% | +3.8% | +4.2% |
| 6M | +23.3% | +23.3% | -0.1% | +16.9% |
| YTD | -25.1% | +43.3% | -68.4% | -32.0% |
| 1Y | -32.7% | +35.9% | -68.7% | -38.3% |
| 3Y | -2.0% | +158.6% | -160.6% | -23.7% |
| 5Y | -7.8% | +213.1% | -220.9% | -32.5% |
| 10Y | +203.2% | +1,213.1% | -1,009.9% | +51.2% |
| All | +24,740.9% | +8,158.7% | +16,582.2% | +5,839.0% |
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