+21,135.1%
URI vs TNA
+1,004.3%
+20,130.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.3% |
| 7D | -2.0% | -0.1% | -1.9% | -2.0% |
| 30D | -12.9% | -4.9% | -8.0% | -11.0% |
| 3M | -6.7% | +0.4% | -7.1% | -8.0% |
| 6M | +19.0% | +32.5% | -13.5% | +0.4% |
| YTD | +25.5% | +53.7% | -28.2% | -2.3% |
| 1Y | +5.5% | +65.1% | -59.6% | -22.5% |
| 3Y | +111.3% | +98.4% | +12.9% | +22.7% |
| 5Y | +198.6% | -22.5% | +221.0% | +132.4% |
| 10Y | +1,179.9% | +82.5% | +1,097.4% | +337.3% |
| All | +21,135.1% | +1,004.3% | +20,130.8% | +1,362.3% |
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