+4,679.1%
URI vs TRI
+561.6%
+4,117.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.4% | +7.0% | +5.0% |
| 7D | -2.0% | -0.5% | -1.5% | -1.9% |
| 30D | -12.9% | +7.9% | -20.8% | -17.9% |
| 3M | -6.7% | +24.1% | -30.8% | -22.8% |
| 6M | +19.0% | +3.8% | +15.2% | +6.7% |
| YTD | +25.5% | -16.9% | +42.4% | +27.7% |
| 1Y | +5.5% | -38.4% | +43.9% | +32.9% |
| 3Y | +111.3% | -12.2% | +123.5% | +94.4% |
| 5Y | +198.6% | -1.8% | +200.3% | +148.8% |
| 10Y | +1,179.9% | +207.6% | +972.3% | +325.8% |
| All | +4,679.1% | +561.6% | +4,117.5% | +711.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling