+204.5%
URI vs TRMB
-36.0%
+240.5%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -0.9% | -1.1% |
| 7D | +6.7% | +2.8% | +3.9% | +5.1% |
| 30D | +8.9% | -5.9% | +14.7% | +11.4% |
| 3M | +0.5% | -3.3% | +3.8% | +0.8% |
| 6M | +20.7% | +1.3% | +19.3% | +16.2% |
| YTD | +40.0% | -29.0% | +69.0% | +65.8% |
| 1Y | +34.4% | -27.8% | +62.2% | +57.3% |
| 3Y | +149.5% | +36.3% | +113.2% | +95.9% |
| All | +204.5% | -36.0% | +240.5% | +247.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling