-50.3%
TEAM vs URI
+200.7%
-251.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.6% | -4.2% | -3.3% |
| 7D | -0.4% | -2.0% | +1.5% | +0.4% |
| 30D | +67.3% | -12.9% | +80.2% | +76.2% |
| 3M | +86.8% | -6.7% | +93.5% | +88.5% |
| 6M | +146.8% | +19.0% | +127.8% | +115.2% |
| YTD | +16.9% | +25.5% | -8.6% | -2.2% |
| 1Y | +12.8% | +5.5% | +7.3% | +3.2% |
| 3Y | -7.3% | +111.3% | -118.6% | -47.7% |
| All | -50.3% | +200.7% | -251.0% | -79.6% |
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