+670.1%
TEL vs URI
+3,060.1%
-2,390.0%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -1.9% |
| 7D | -1.4% | +2.5% | -4.0% | -2.3% |
| 30D | -4.9% | -12.5% | +7.7% | -0.5% |
| 3M | +0.1% | -6.2% | +6.3% | +1.8% |
| 6M | +0.4% | +25.9% | -25.5% | -8.7% |
| YTD | -8.9% | +26.2% | -35.1% | -18.0% |
| 1Y | -0.3% | +5.5% | -5.8% | -4.8% |
| 3Y | +67.6% | +125.0% | -57.4% | +20.2% |
| 5Y | +50.7% | +210.4% | -159.7% | -5.1% |
| 10Y | +288.6% | +1,157.2% | -868.6% | +44.1% |
| All | +670.1% | +3,060.1% | -2,390.0% | +6.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling