+802.8%
TEAM vs URA
+396.6%
+406.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.8% | -3.4% | -2.9% |
| 7D | -0.4% | +1.1% | -1.5% | -0.7% |
| 30D | +67.3% | +7.4% | +59.9% | +63.8% |
| 3M | +86.8% | -8.4% | +95.2% | +89.9% |
| 6M | +146.8% | -12.7% | +159.5% | +150.4% |
| YTD | +16.9% | +7.8% | +9.1% | +8.4% |
| 1Y | +12.8% | +19.5% | -6.7% | -1.5% |
| 3Y | -7.3% | +116.4% | -123.7% | -37.9% |
| 5Y | -50.7% | +134.3% | -185.0% | -68.5% |
| 10Y | +529.8% | +359.3% | +170.6% | +197.0% |
| All | +802.8% | +396.6% | +406.2% | +291.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling