+1,182.4%
URI vs TRGP
+762.8%
+419.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.8% | -4.9% | -3.2% |
| 7D | -6.0% | -5.8% | -0.2% | -3.5% |
| 30D | +4.6% | -1.5% | +6.1% | +4.9% |
| 3M | -2.7% | +6.1% | -8.8% | -5.8% |
| 6M | +18.4% | +14.4% | +4.0% | +10.0% |
| YTD | +37.4% | +55.3% | -18.0% | +11.1% |
| 1Y | +30.4% | +69.1% | -38.8% | +1.3% |
| 3Y | +147.9% | +254.3% | -106.4% | +37.1% |
| 5Y | +202.1% | +471.4% | -269.3% | +34.6% |
| 10Y | +1,182.4% | +773.0% | +409.4% | +291.6% |
| All | +1,182.4% | +762.8% | +419.7% | +291.6% |
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