+1,213.1%
URI vs TD
+302.8%
+910.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.3% | +3.8% | +3.8% |
| 7D | +2.6% | -3.1% | +5.6% | +6.1% |
| 30D | +9.1% | +6.7% | +2.4% | +2.2% |
| 3M | +1.0% | +3.1% | -2.1% | -2.5% |
| 6M | +23.3% | +17.6% | +5.7% | +3.3% |
| YTD | +43.3% | +34.8% | +8.5% | +3.7% |
| 1Y | +35.9% | +55.6% | -19.7% | -15.4% |
| 3Y | +158.6% | +133.1% | +25.5% | +2.4% |
| 5Y | +213.1% | +104.7% | +108.5% | +41.5% |
| 10Y | +1,213.1% | +303.6% | +909.5% | +225.9% |
| All | +1,213.1% | +302.8% | +910.3% | +225.9% |
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