+901.9%
TTMI vs URA
+121.0%
+780.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.1% | -0.1% | +1.2% |
| 7D | +12.2% | +8.1% | +4.1% | +7.2% |
| 30D | -5.7% | +5.8% | -11.5% | -8.9% |
| 3M | -27.5% | +3.4% | -30.9% | -28.6% |
| 6M | +47.1% | -2.6% | +49.8% | +49.1% |
| YTD | +87.5% | +11.2% | +76.3% | +78.5% |
| 1Y | +175.2% | +19.8% | +155.4% | +154.7% |
| 3Y | +901.9% | +121.5% | +780.5% | +642.3% |
| All | +901.9% | +121.0% | +780.9% | +642.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling