+51.6%
TEL vs URI
+200.7%
-149.0%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -1.0% |
| 7D | +3.0% | -2.0% | +4.9% | +3.7% |
| 30D | -3.9% | -12.9% | +9.0% | +1.3% |
| 3M | -5.1% | -6.7% | +1.6% | -3.1% |
| 6M | +0.6% | +19.0% | -18.4% | -7.7% |
| YTD | -7.3% | +25.5% | -32.8% | -18.0% |
| 1Y | +1.1% | +5.5% | -4.4% | -3.9% |
| 3Y | +63.7% | +111.3% | -47.6% | +8.5% |
| All | +51.6% | +200.7% | -149.0% | -21.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling