+5,509.7%
TT vs URI
+7,134.6%
-1,624.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.4% |
| 7D | 0.0% | -2.0% | +2.0% | +0.6% |
| 30D | -7.2% | -12.9% | +5.8% | -3.4% |
| 3M | -3.0% | -6.7% | +3.8% | -1.1% |
| 6M | +1.4% | +19.0% | -17.6% | -4.6% |
| YTD | +15.9% | +25.5% | -9.6% | +6.3% |
| 1Y | +9.4% | +5.5% | +3.9% | +5.3% |
| 3Y | +124.4% | +111.3% | +13.1% | +72.2% |
| 5Y | +138.0% | +198.6% | -60.5% | +62.0% |
| 10Y | +886.4% | +1,179.9% | -293.5% | +315.8% |
| All | +5,509.7% | +7,134.6% | -1,624.9% | +829.2% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling