+1,271.8%
URI vs TRI
+190.6%
+1,081.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.9% | +3.2% | +2.0% |
| 7D | +5.0% | -8.4% | +13.4% | +8.2% |
| 30D | -9.4% | -6.5% | -2.9% | -7.7% |
| 3M | -5.8% | +18.6% | -24.4% | -15.2% |
| 6M | +25.8% | -10.4% | +36.3% | +27.8% |
| YTD | +27.9% | -23.7% | +51.6% | +40.8% |
| 1Y | +9.7% | -42.5% | +52.2% | +43.9% |
| 3Y | +128.0% | -19.3% | +147.3% | +124.0% |
| 5Y | +212.4% | -9.7% | +222.1% | +177.1% |
| 10Y | +1,271.8% | +194.4% | +1,077.4% | +509.0% |
| All | +1,271.8% | +190.6% | +1,081.3% | +509.0% |
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