+25.9%
URI vs TRMB
-33.2%
+59.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.3% | +0.9% |
| 7D | -9.8% | -16.7% | +6.9% | -6.5% |
| 30D | +1.7% | -9.9% | +11.7% | +4.0% |
| 3M | -9.1% | -7.6% | -1.5% | -7.4% |
| 6M | +9.9% | -14.7% | +24.5% | +14.5% |
| YTD | +31.2% | -30.9% | +62.2% | +47.3% |
| 1Y | +25.9% | -31.3% | +57.3% | +41.8% |
| All | +25.9% | -33.2% | +59.1% | +41.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling