+1,182.4%
URI vs TRU
+174.2%
+1,008.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.5% |
| 7D | -6.0% | +4.6% | -10.6% | -8.3% |
| 30D | +4.6% | +25.4% | -20.9% | -8.0% |
| 3M | -2.7% | +4.0% | -6.6% | -6.3% |
| 6M | +18.4% | +14.5% | +3.9% | +5.7% |
| YTD | +37.4% | -3.7% | +41.1% | +32.2% |
| 1Y | +30.4% | +2.8% | +27.6% | +20.5% |
| 3Y | +147.9% | +58.5% | +89.4% | +67.0% |
| 5Y | +202.1% | -25.0% | +227.1% | +212.9% |
| 10Y | +1,182.4% | +186.0% | +996.4% | +756.0% |
| All | +1,182.4% | +174.2% | +1,008.3% | +756.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling