+1,150.0%
URI vs TRMB
+116.7%
+1,033.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.7% | +2.3% |
| 7D | -2.0% | -2.5% | +0.5% | -0.3% |
| 30D | -12.9% | +1.5% | -14.5% | -14.2% |
| 3M | -6.7% | +6.8% | -13.5% | -12.1% |
| 6M | +19.0% | -14.9% | +33.9% | +29.1% |
| YTD | +25.5% | -24.1% | +49.6% | +46.6% |
| 1Y | +5.5% | -25.4% | +30.9% | +24.0% |
| 3Y | +111.3% | +8.0% | +103.3% | +86.9% |
| 5Y | +198.6% | -37.3% | +235.9% | +278.8% |
| All | +1,150.0% | +116.7% | +1,033.3% | +471.0% |
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