+5.5%
URI vs TRGP
+80.7%
-75.2%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +1.6% |
| 7D | -2.0% | +0.8% | -2.8% | -2.0% |
| 30D | -12.9% | +11.5% | -24.5% | -13.0% |
| 3M | -6.7% | +9.0% | -15.7% | -6.7% |
| 6M | +19.0% | +20.5% | -1.5% | +17.4% |
| YTD | +25.5% | +59.5% | -34.0% | +22.1% |
| 1Y | +5.5% | +77.9% | -72.4% | +3.0% |
| All | +5.5% | +80.7% | -75.2% | +3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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