-65.4%
TEAM vs URI
+203.0%
-268.4%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.2% | -1.0% |
| 7D | -2.4% | +6.7% | -9.1% | -4.9% |
| 30D | -26.7% | +8.9% | -35.6% | -29.4% |
| 3M | -9.6% | +0.5% | -10.2% | -10.6% |
| 6M | +86.0% | +20.7% | +65.4% | +66.3% |
| YTD | -7.5% | +40.0% | -47.5% | -26.7% |
| 1Y | -1.4% | +34.4% | -35.8% | -20.1% |
| 3Y | -14.3% | +149.5% | -163.8% | -56.5% |
| All | -65.4% | +203.0% | -268.4% | -85.7% |
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