+1,210.8%
URI vs TRI
+221.6%
+989.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.4% | +3.8% | +4.0% |
| 7D | +2.4% | -7.2% | +9.6% | +4.9% |
| 30D | +8.9% | +4.4% | +4.5% | +6.1% |
| 3M | +0.8% | +4.5% | -3.7% | -2.8% |
| 6M | +23.1% | +23.7% | -0.6% | +6.8% |
| YTD | +43.1% | -14.4% | +57.4% | +48.8% |
| 1Y | +35.7% | -17.4% | +53.1% | +44.4% |
| 3Y | +158.2% | -11.0% | +169.2% | +142.5% |
| 5Y | +212.6% | +0.7% | +211.9% | +163.1% |
| 10Y | +1,210.8% | +224.0% | +986.7% | +515.7% |
| All | +1,210.8% | +221.6% | +989.2% | +515.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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