+467.0%
TEAM vs URI
+1,313.6%
-846.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.9% | -6.1% | -1.0% |
| 7D | -17.2% | -4.0% | -13.2% | -16.4% |
| 30D | -25.1% | +6.8% | -31.9% | -26.6% |
| 3M | +3.9% | -2.8% | +6.7% | +4.1% |
| 6M | +69.1% | +20.9% | +48.2% | +57.5% |
| YTD | -4.5% | +40.2% | -44.7% | -16.9% |
| 1Y | -1.9% | +34.1% | -35.9% | -13.5% |
| 3Y | -9.3% | +164.1% | -173.5% | -36.0% |
| 5Y | -65.2% | +199.3% | -264.5% | -76.8% |
| 10Y | +467.0% | +1,218.8% | -751.8% | +205.2% |
| All | +467.0% | +1,313.6% | -846.7% | +205.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling