+9.7%
URI vs TNA
+53.7%
-44.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.1% | +5.5% | +2.5% |
| 7D | +5.0% | -3.6% | +8.6% | +6.0% |
| 30D | -9.4% | -10.1% | +0.6% | -6.7% |
| 3M | -5.8% | +2.7% | -8.5% | -6.8% |
| 6M | +25.8% | +38.4% | -12.6% | +11.9% |
| YTD | +27.9% | +45.4% | -17.5% | +11.3% |
| 1Y | +9.7% | +55.9% | -46.2% | -7.4% |
| All | +9.7% | +53.7% | -44.0% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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