+288.1%
TEL vs URI
+1,189.1%
-901.0%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | +0.4% |
| 7D | -0.9% | -6.0% | +5.1% | +1.6% |
| 30D | -0.2% | +4.6% | -4.8% | -2.1% |
| 3M | +2.0% | -2.7% | +4.7% | +2.9% |
| 6M | +6.4% | +18.4% | -11.9% | -1.5% |
| YTD | -3.2% | +37.4% | -40.6% | -18.1% |
| 1Y | -11.2% | +30.4% | -41.5% | -23.0% |
| 3Y | +79.8% | +147.9% | -68.1% | +13.1% |
| 5Y | +46.6% | +202.1% | -155.5% | -18.6% |
| 10Y | +288.1% | +1,182.4% | -894.3% | +21.7% |
| All | +288.1% | +1,189.1% | -901.0% | +21.7% |
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 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