+299.4%
TEL vs URI
+1,196.9%
-897.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.7% |
| 7D | +1.2% | +5.0% | -3.8% | -0.7% |
| 30D | -4.1% | -9.4% | +5.3% | -0.3% |
| 3M | -2.6% | -5.8% | +3.2% | -0.8% |
| 6M | 0.0% | +25.8% | -25.8% | -10.6% |
| YTD | -9.1% | +27.9% | -36.9% | -20.3% |
| 1Y | -0.8% | +9.7% | -10.6% | -7.7% |
| 3Y | +67.4% | +128.0% | -60.6% | +10.2% |
| 5Y | +51.8% | +212.4% | -160.6% | -15.5% |
| 10Y | +299.4% | +1,271.8% | -972.4% | +31.5% |
| All | +299.4% | +1,196.9% | -897.5% | +31.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling