+8.3%
URI vs TSN
-2.8%
+11.1%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.1% | +0.5% |
| 7D | +2.5% | -5.0% | +7.6% | +2.6% |
| 30D | -12.5% | -9.1% | -3.5% | -12.3% |
| 3M | -6.2% | -7.4% | +1.2% | -6.1% |
| 6M | +25.9% | -13.4% | +39.2% | +26.5% |
| YTD | +26.2% | -8.5% | +34.7% | +24.5% |
| All | +8.3% | -2.8% | +11.1% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 TSN 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