+12.8%
TEAM vs URA
+17.2%
-4.5%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.8% | -3.4% | -2.6% |
| 7D | -0.4% | +1.1% | -1.5% | -0.4% |
| 30D | +67.3% | +7.4% | +59.9% | +67.9% |
| 3M | +86.8% | -8.4% | +95.2% | +86.8% |
| 6M | +146.8% | -12.7% | +159.5% | +146.0% |
| YTD | +16.9% | +7.8% | +9.1% | +17.6% |
| 1Y | +12.8% | +19.5% | -6.7% | +9.4% |
| All | +12.8% | +17.2% | -4.5% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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