+415.7%
TXN vs URI
+1,196.9%
-781.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | +0.5% |
| 7D | +2.7% | +5.0% | -2.3% | +0.8% |
| 30D | -6.7% | -9.4% | +2.7% | -3.2% |
| 3M | -8.9% | -5.8% | -3.1% | -7.1% |
| 6M | +34.7% | +25.8% | +8.9% | +23.1% |
| YTD | +53.3% | +27.9% | +25.4% | +37.7% |
| 1Y | +45.0% | +9.7% | +35.3% | +37.4% |
| 3Y | +73.1% | +128.0% | -54.9% | +22.3% |
| 5Y | +59.9% | +212.4% | -152.5% | -2.3% |
| 10Y | +415.7% | +1,271.8% | -856.2% | +102.5% |
| All | +415.7% | +1,196.9% | -781.2% | +102.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling