+129.6%
TT vs URI
+113.1%
+16.5%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 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% | +0.5% |
| 30D | -7.2% | -12.9% | +5.8% | -3.5% |
| 3M | -3.0% | -6.7% | +3.8% | -1.1% |
| 6M | +1.4% | +19.0% | -17.6% | -4.0% |
| YTD | +15.9% | +25.5% | -9.6% | +6.5% |
| 1Y | +9.4% | +5.5% | +3.9% | +6.2% |
| All | +129.6% | +113.1% | +16.5% | +65.6% |
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 2023-09-04 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling