-12.9%
TEAM vs URI
+158.6%
-171.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.2% | -1.6% | +1.8% |
| 7D | -19.7% | +2.4% | -22.1% | -20.1% |
| 30D | -26.6% | +8.9% | -35.5% | -28.0% |
| 3M | -1.1% | +0.8% | -1.9% | -1.6% |
| 6M | +74.6% | +23.1% | +51.5% | +63.3% |
| YTD | -6.0% | +43.1% | -49.0% | -18.3% |
| 1Y | -3.2% | +35.7% | -38.9% | -14.1% |
| All | -12.9% | +158.6% | -171.5% | -45.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling