+99.7%
TXN vs URI
+33.3%
+66.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.4% | +4.1% | +1.7% |
| 7D | +1.0% | -4.3% | +5.4% | +3.1% |
| 30D | +6.1% | +4.6% | +1.5% | +3.8% |
| 3M | +10.4% | -2.1% | +12.5% | +11.2% |
| 6M | +12.6% | +21.9% | -9.3% | +2.1% |
| YTD | +83.5% | +39.7% | +43.8% | +47.5% |
| 1Y | +99.7% | +32.9% | +66.9% | +68.1% |
| All | +99.7% | +33.3% | +66.4% | +68.1% |
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