+9.7%
URI vs TD
+61.8%
-52.1%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.5% | +1.9% |
| 7D | +5.0% | -1.9% | +6.9% | +5.9% |
| 30D | -9.4% | -1.6% | -7.8% | -8.7% |
| 3M | -5.8% | +4.6% | -10.4% | -8.8% |
| 6M | +25.8% | +26.8% | -1.0% | +8.4% |
| YTD | +27.9% | +28.3% | -0.4% | +9.4% |
| 1Y | +9.7% | +60.4% | -50.7% | -15.4% |
| All | +9.7% | +61.8% | -52.1% | -15.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling