+1,157.2%
URI vs TD
+295.4%
+861.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.4% |
| 7D | +2.5% | +0.9% | +1.7% | +1.5% |
| 30D | -12.5% | -0.7% | -11.9% | -12.2% |
| 3M | -6.2% | +6.3% | -12.5% | -12.6% |
| 6M | +25.9% | +27.9% | -2.1% | -3.3% |
| YTD | +26.2% | +29.8% | -3.6% | -4.9% |
| 1Y | +5.5% | +63.7% | -58.2% | -37.9% |
| 3Y | +125.0% | +128.3% | -3.4% | -8.8% |
| 5Y | +210.4% | +125.5% | +84.9% | +25.1% |
| 10Y | +1,157.2% | +296.7% | +860.5% | +208.7% |
| All | +1,157.2% | +295.4% | +861.8% | +208.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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