+5,129.1%
URI vs TRI
+578.7%
+4,550.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | -6.0% | -1.6% | -4.4% | -5.8% |
| 30D | +4.6% | +5.0% | -0.4% | -0.4% |
| 3M | -2.7% | +4.6% | -7.3% | -8.9% |
| 6M | +18.4% | +18.3% | +0.1% | -3.7% |
| YTD | +37.4% | -14.7% | +52.1% | +33.6% |
| 1Y | +30.4% | -16.7% | +47.0% | +29.0% |
| 3Y | +147.9% | -11.3% | +159.2% | +120.9% |
| 5Y | +202.1% | -0.6% | +202.6% | +143.8% |
| 10Y | +1,182.4% | +220.2% | +962.2% | +303.7% |
| All | +5,129.1% | +578.7% | +4,550.3% | +749.8% |
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