+7,210.0%
URI vs TD
+3,791.4%
+3,418.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.6% |
| 7D | -9.8% | -1.7% | -8.1% | -8.6% |
| 30D | +1.7% | +8.2% | -6.5% | -4.2% |
| 3M | -9.1% | +1.7% | -10.8% | -10.4% |
| 6M | +9.9% | +14.2% | -4.4% | -1.4% |
| YTD | +31.2% | +32.8% | -1.5% | +4.8% |
| 1Y | +25.9% | +55.5% | -29.5% | -10.9% |
| 3Y | +147.4% | +129.6% | +17.8% | +28.8% |
| 5Y | +179.7% | +102.2% | +77.6% | +61.3% |
| 10Y | +1,419.5% | +306.3% | +1,113.3% | +457.1% |
| All | +7,210.0% | +3,791.4% | +3,418.6% | +1,073.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling