+1,873.9%
TT vs URA
-53.7%
+1,927.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -5.3% | +0.9% | -2.8% |
| 7D | -9.0% | -13.3% | +4.3% | -5.0% |
| 30D | -17.6% | -25.9% | +8.3% | -10.0% |
| 3M | -18.7% | -27.8% | +9.1% | -10.8% |
| 6M | -17.4% | -42.8% | +25.4% | -3.6% |
| YTD | +1.5% | -27.5% | +29.0% | +8.7% |
| 1Y | -9.4% | -35.1% | +25.7% | -0.1% |
| 3Y | +85.1% | +31.1% | +54.0% | +57.0% |
| 5Y | +125.7% | +29.8% | +96.0% | +83.6% |
| 10Y | +757.3% | +265.1% | +492.2% | +326.8% |
| All | +1,873.9% | -53.7% | +1,927.5% | +1,813.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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