+5,323.0%
URI vs TRGP
+2,108.2%
+3,214.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +3.4% | +3.5% | +5.4% |
| 7D | -4.0% | -7.2% | +3.1% | -0.8% |
| 30D | +6.8% | -4.2% | +11.0% | +8.4% |
| 3M | -2.8% | +7.0% | -9.8% | -6.3% |
| 6M | +20.9% | +11.2% | +9.6% | +13.7% |
| YTD | +40.2% | +51.1% | -10.9% | +14.8% |
| 1Y | +34.1% | +62.0% | -27.9% | +6.2% |
| 3Y | +164.1% | +248.2% | -84.0% | +47.5% |
| 5Y | +199.3% | +432.4% | -233.0% | +37.6% |
| 10Y | +1,218.8% | +739.5% | +479.3% | +292.7% |
| All | +5,323.0% | +2,108.2% | +3,214.9% | +592.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling