-65.3%
TEAM vs URI
+166.6%
-231.8%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +1.1% | -17.3% | -16.6% |
| 7D | -19.8% | -9.8% | -10.1% | -16.7% |
| 30D | -21.5% | +1.7% | -23.3% | -22.3% |
| 3M | +39.5% | -9.1% | +48.5% | +43.6% |
| 6M | +73.1% | +9.9% | +63.2% | +60.9% |
| YTD | -5.2% | +31.2% | -36.4% | -22.9% |
| 1Y | -1.6% | +25.9% | -27.5% | -18.2% |
| 3Y | -11.4% | +147.4% | -158.8% | -55.6% |
| All | -65.3% | +166.6% | -231.8% | -84.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling