+865.7%
TSEM vs URI
+1,313.6%
-448.0%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +6.9% | +4.0% | +8.4% |
| 7D | -2.0% | -4.0% | +2.1% | -0.1% |
| 30D | -33.4% | +6.8% | -40.2% | -34.7% |
| 3M | -39.7% | -2.8% | -36.9% | -38.8% |
| 6M | -27.8% | +20.9% | -48.7% | -32.0% |
| YTD | +29.7% | +40.2% | -10.5% | +13.2% |
| 1Y | +81.1% | +34.1% | +47.1% | +61.0% |
| 3Y | +529.3% | +164.1% | +365.2% | +329.5% |
| 5Y | +315.0% | +199.3% | +115.6% | +158.5% |
| 10Y | +865.7% | +1,218.8% | -353.1% | +251.2% |
| All | +865.7% | +1,313.6% | -448.0% | +251.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling