-11.2%
TEL vs URI
+30.2%
-41.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | +0.1% |
| 7D | -0.9% | -6.0% | +5.1% | +0.5% |
| 30D | -0.2% | +4.6% | -4.8% | -1.2% |
| 3M | +2.0% | -2.7% | +4.7% | +2.5% |
| 6M | +6.4% | +18.4% | -11.9% | +2.9% |
| YTD | -3.2% | +37.4% | -40.6% | -14.4% |
| 1Y | -11.2% | +30.4% | -41.5% | -17.9% |
| All | -11.2% | +30.2% | -41.3% | -17.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling