+80.5%
TSEM vs URI
+33.3%
+47.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -4.4% | -4.4% | -7.4% |
| 7D | -23.1% | -4.3% | -18.8% | -21.9% |
| 30D | -40.4% | +4.6% | -45.0% | -40.9% |
| 3M | -37.9% | -2.1% | -35.8% | -37.5% |
| 6M | -30.8% | +21.9% | -52.7% | -32.1% |
| YTD | +26.7% | +39.7% | -13.0% | +14.0% |
| 1Y | +80.5% | +32.9% | +47.6% | +76.7% |
| All | +80.5% | +33.3% | +47.2% | +76.7% |
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