-8.6%
TEL vs URA
-32.2%
+23.6%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.5% |
| 7D | -0.5% | -10.5% | +10.1% | +2.8% |
| 30D | +0.6% | -18.6% | +19.2% | +6.6% |
| 3M | +2.0% | -23.0% | +25.0% | +9.2% |
| 6M | +8.1% | -40.3% | +48.4% | +23.7% |
| YTD | -2.2% | -23.5% | +21.3% | -3.2% |
| 1Y | -8.6% | -31.1% | +22.5% | -4.3% |
| All | -8.6% | -32.2% | +23.6% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 1y: compounded portfolio wealth divided by compounded URA 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…
1y analysis · Full analysis span regression · 6 months rolling