+24,098.8%
URI vs TNA
+836.4%
+23,262.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.7% | +1.5% | +2.9% |
| 7D | +2.4% | -2.1% | +4.6% | +3.3% |
| 30D | +8.9% | +3.1% | +5.8% | +6.7% |
| 3M | +0.8% | -20.2% | +21.0% | +11.2% |
| 6M | +23.1% | -10.0% | +33.1% | +26.1% |
| YTD | +43.1% | +30.3% | +12.7% | +19.5% |
| 1Y | +35.7% | +31.1% | +4.6% | +12.1% |
| 3Y | +158.2% | +149.4% | +8.8% | +33.5% |
| 5Y | +212.6% | -42.5% | +255.0% | +181.7% |
| 10Y | +1,210.8% | +46.7% | +1,164.1% | +396.9% |
| All | +24,098.8% | +836.4% | +23,262.4% | +1,689.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling