+6,893.4%
URI vs TAP
+346.1%
+6,547.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | -2.0% | -2.3% | +0.3% | -1.2% |
| 30D | -12.9% | -2.1% | -10.8% | -12.4% |
| 3M | -6.7% | +6.6% | -13.3% | -9.6% |
| 6M | +19.0% | -11.5% | +30.5% | +23.4% |
| YTD | +25.5% | -10.3% | +35.8% | +29.2% |
| 1Y | +5.5% | -14.4% | +19.9% | +10.1% |
| 3Y | +111.3% | -28.3% | +139.6% | +132.2% |
| 5Y | +198.6% | +1.7% | +196.8% | +182.9% |
| 10Y | +1,179.9% | -49.2% | +1,229.1% | +1,374.6% |
| All | +6,893.4% | +346.1% | +6,547.4% | +5,073.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 all: compounded portfolio wealth divided by compounded TAP 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…
all analysis · Full analysis span regression · 6 months rolling