+1,186.2%
URI vs TRGP
+868.8%
+317.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.2% | -4.0% | -3.9% |
| 7D | -0.5% | -0.6% | +0.1% | -0.3% |
| 30D | -13.4% | +10.0% | -23.3% | -17.1% |
| 3M | -6.2% | +7.6% | -13.8% | -9.9% |
| 6M | +28.0% | +26.8% | +1.2% | +13.8% |
| YTD | +23.0% | +60.6% | -37.6% | -1.6% |
| 1Y | +5.5% | +82.5% | -76.9% | -20.8% |
| 3Y | +119.2% | +265.0% | -145.8% | +19.8% |
| 5Y | +201.0% | +645.9% | -444.8% | +20.3% |
| All | +1,186.2% | +868.8% | +317.4% | +270.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling