+203.4%
URI vs TRGP
+621.9%
-418.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.2% |
| 7D | -2.0% | +0.8% | -2.8% | -2.4% |
| 30D | -12.9% | +11.5% | -24.5% | -17.8% |
| 3M | -6.7% | +9.0% | -15.7% | -11.4% |
| 6M | +19.0% | +20.5% | -1.5% | +6.5% |
| YTD | +25.5% | +59.5% | -34.0% | -3.2% |
| 1Y | +5.5% | +77.9% | -72.4% | -24.1% |
| 3Y | +111.3% | +253.6% | -142.3% | -0.9% |
| All | +203.4% | +621.9% | -418.5% | -12.5% |
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