+30.4%
URI vs TRGP
+65.2%
-34.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.8% | -4.9% | -2.2% |
| 7D | -6.0% | -5.8% | -0.2% | -6.0% |
| 30D | +4.6% | -1.5% | +6.1% | +4.6% |
| 3M | -2.7% | +6.1% | -8.8% | -2.8% |
| 6M | +18.4% | +14.4% | +4.0% | +17.3% |
| YTD | +37.4% | +55.3% | -18.0% | +31.0% |
| 1Y | +30.4% | +69.1% | -38.8% | +22.1% |
| All | +30.4% | +65.2% | -34.9% | +22.1% |
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