+30.4%
URI vs TW
+19.2%
+11.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.1% | -3.1% | -2.0% |
| 7D | -6.0% | +3.1% | -9.1% | -5.9% |
| 30D | +4.6% | +16.7% | -12.1% | +4.9% |
| 3M | -2.7% | +25.2% | -27.9% | -2.2% |
| 6M | +18.4% | +19.5% | -1.1% | +19.6% |
| YTD | +37.4% | +21.0% | +16.3% | +38.0% |
| 1Y | +30.4% | +19.0% | +11.4% | +32.0% |
| All | +30.4% | +19.2% | +11.1% | +32.0% |
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