+147.9%
URI vs TRI
-12.1%
+160.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | -6.0% | -1.6% | -4.4% | -6.0% |
| 30D | +4.6% | +5.0% | -0.4% | +4.4% |
| 3M | -2.7% | +4.6% | -7.3% | -2.9% |
| 6M | +18.4% | +18.3% | +0.1% | +18.0% |
| YTD | +37.4% | -14.7% | +52.1% | +48.2% |
| 1Y | +30.4% | -16.7% | +47.0% | +41.6% |
| 3Y | +147.9% | -11.3% | +159.2% | +186.6% |
| All | +147.9% | -12.1% | +160.0% | +186.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling