+175.2%
TTMI vs URI
+5.1%
+170.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.5% | +2.5% | +2.7% |
| 7D | +12.2% | +2.5% | +9.6% | +10.8% |
| 30D | -5.7% | -12.5% | +6.8% | +1.0% |
| 3M | -27.5% | -6.2% | -21.3% | -24.6% |
| 6M | +47.1% | +25.9% | +21.3% | +32.6% |
| YTD | +87.5% | +26.2% | +61.3% | +63.1% |
| 1Y | +175.2% | +5.5% | +169.7% | +159.5% |
| All | +175.2% | +5.1% | +170.1% | +159.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling