+210.4%
URI vs TRI
-7.1%
+217.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.5% | +7.0% | +1.7% |
| 7D | +2.5% | -7.1% | +9.6% | +3.8% |
| 30D | -12.5% | -2.3% | -10.2% | -12.5% |
| 3M | -6.2% | +19.6% | -25.8% | -11.1% |
| 6M | +25.9% | -8.7% | +34.6% | +29.2% |
| YTD | +26.2% | -22.3% | +48.5% | +39.8% |
| 1Y | +5.5% | -40.7% | +46.2% | +33.1% |
| 3Y | +125.0% | -17.8% | +142.7% | +116.8% |
| 5Y | +210.4% | -8.5% | +218.9% | +155.8% |
| All | +210.4% | -7.1% | +217.5% | +155.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling