+253.1%
TSEM vs URI
+7.3%
+245.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +1.6% | +6.2% | +7.5% |
| 7D | +6.9% | -2.0% | +8.9% | +7.4% |
| 30D | +5.3% | -12.9% | +18.2% | +8.8% |
| 3M | -14.9% | -6.7% | -8.2% | -13.1% |
| 6M | +80.0% | +19.0% | +61.0% | +77.5% |
| YTD | +89.4% | +25.5% | +63.8% | +82.9% |
| 1Y | +253.1% | +5.5% | +247.5% | +247.9% |
| All | +253.1% | +7.3% | +245.8% | +247.9% |
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 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