+32.9%
URI vs TRU
+2.1%
+30.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +4.6% | -8.9% | -4.7% |
| 7D | -4.3% | +10.5% | -14.9% | -5.2% |
| 30D | +4.6% | +28.7% | -24.1% | +2.2% |
| 3M | -2.1% | +0.7% | -2.8% | -3.0% |
| 6M | +21.9% | +19.3% | +2.6% | +17.8% |
| YTD | +39.7% | -3.7% | +43.4% | +40.7% |
| 1Y | +32.9% | +3.4% | +29.4% | +28.8% |
| All | +32.9% | +2.1% | +30.8% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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