+19.0%
URI vs TRU
+1.4%
+17.6%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.9% | +7.5% | +1.3% |
| 7D | -2.0% | -6.8% | +4.8% | -2.3% |
| 30D | -12.9% | 0.0% | -13.0% | -12.9% |
| 3M | -6.7% | +13.3% | -20.0% | -6.5% |
| 6M | +19.0% | +3.4% | +15.6% | +20.6% |
| All | +19.0% | +1.4% | +17.6% | +20.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling