+35.9%
URI vs TW
+19.9%
+16.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.7% | +3.4% | +4.2% |
| 7D | +2.6% | +2.8% | -0.3% | +2.7% |
| 30D | +9.1% | +18.1% | -9.0% | +9.5% |
| 3M | +1.0% | +25.2% | -24.3% | +1.5% |
| 6M | +23.3% | +19.1% | +4.2% | +24.8% |
| YTD | +43.3% | +21.9% | +21.4% | +44.1% |
| 1Y | +35.9% | +18.9% | +17.0% | +38.0% |
| All | +35.9% | +19.9% | +16.1% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 TW 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