-50.3%
TEAM vs URA
+128.0%
-178.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.8% | -3.4% | -2.9% |
| 7D | -0.4% | +1.1% | -1.5% | -0.8% |
| 30D | +67.3% | +7.4% | +59.9% | +63.4% |
| 3M | +86.8% | -8.4% | +95.2% | +90.4% |
| 6M | +146.8% | -12.7% | +159.5% | +150.8% |
| YTD | +16.9% | +7.8% | +9.1% | +6.5% |
| 1Y | +12.8% | +19.5% | -6.7% | -5.0% |
| 3Y | -7.3% | +116.4% | -123.7% | -46.0% |
| All | -50.3% | +128.0% | -178.3% | -72.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling