+179.2%
URI vs TRGP
+415.2%
-236.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.7% | +3.8% | +2.3% |
| 7D | -9.8% | -16.0% | +6.2% | -2.5% |
| 30D | +1.7% | -6.4% | +8.2% | +4.4% |
| 3M | -9.1% | -1.0% | -8.1% | -9.7% |
| 6M | +9.9% | +7.0% | +2.9% | +4.0% |
| YTD | +31.2% | +46.1% | -14.9% | +5.0% |
| 1Y | +25.9% | +58.7% | -32.8% | -3.9% |
| 3Y | +147.4% | +221.9% | -74.5% | +21.5% |
| All | +179.2% | +415.2% | -236.0% | +2.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling