+71.9%
TEL vs URI
+138.8%
-66.9%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | 0.0% |
| 7D | -2.8% | -9.8% | +7.0% | +0.4% |
| 30D | -4.1% | +1.7% | -5.8% | -4.6% |
| 3M | -3.4% | -9.1% | +5.7% | -0.6% |
| 6M | -3.5% | +9.9% | -13.3% | -6.7% |
| YTD | -8.0% | +31.2% | -39.2% | -17.7% |
| 1Y | -13.7% | +25.9% | -39.6% | -21.6% |
| 3Y | +71.9% | +147.4% | -75.5% | +21.2% |
| All | +71.9% | +138.8% | -66.9% | +21.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling