+1,157.2%
URI vs TRU
+138.6%
+1,018.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.3% | +2.0% |
| 7D | +2.5% | -7.2% | +9.7% | +6.4% |
| 30D | -12.5% | -2.8% | -9.7% | -11.7% |
| 3M | -6.2% | +13.0% | -19.2% | -14.1% |
| 6M | +25.9% | +0.7% | +25.2% | +21.1% |
| YTD | +26.2% | -9.0% | +35.2% | +26.6% |
| 1Y | +5.5% | -16.3% | +21.8% | +9.6% |
| 3Y | +125.0% | -1.1% | +126.0% | +99.4% |
| 5Y | +210.4% | -36.0% | +246.4% | +258.9% |
| 10Y | +1,157.2% | +139.9% | +1,017.3% | +816.3% |
| All | +1,157.2% | +138.6% | +1,018.6% | +816.3% |
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