+73.1%
TEAM vs URI
+12.1%
+60.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +1.1% | -17.3% | -15.8% |
| 7D | -19.8% | -9.8% | -10.1% | -22.1% |
| 30D | -21.5% | +1.7% | -23.3% | -20.4% |
| 3M | +39.5% | -9.1% | +48.5% | +33.4% |
| 6M | +73.1% | +9.9% | +63.2% | +81.5% |
| All | +73.1% | +12.1% | +60.9% | +81.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling