+1,218.8%
URI vs TRMB
+105.8%
+1,113.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +1.1% | +5.8% | +6.2% |
| 7D | -4.0% | -17.0% | +12.9% | +7.1% |
| 30D | +6.8% | -9.0% | +15.8% | +12.1% |
| 3M | -2.8% | -8.1% | +5.3% | +0.8% |
| 6M | +20.9% | -10.1% | +30.9% | +25.1% |
| YTD | +40.2% | -30.2% | +70.5% | +70.3% |
| 1Y | +34.1% | -30.7% | +64.8% | +63.2% |
| 3Y | +164.1% | +32.6% | +131.5% | +101.7% |
| 5Y | +199.3% | -38.1% | +237.5% | +274.9% |
| 10Y | +1,218.8% | +98.9% | +1,119.9% | +635.6% |
| All | +1,218.8% | +105.8% | +1,113.0% | +635.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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