+677.7%
TEL vs URI
+3,185.9%
-2,508.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.1% |
| 7D | -2.8% | -9.8% | +7.0% | +0.6% |
| 30D | -4.1% | +1.7% | -5.8% | -4.7% |
| 3M | -3.4% | -9.1% | +5.7% | -0.4% |
| 6M | -3.5% | +9.9% | -13.3% | -7.1% |
| YTD | -8.0% | +31.2% | -39.2% | -18.4% |
| 1Y | -13.7% | +25.9% | -39.6% | -22.3% |
| 3Y | +71.9% | +147.4% | -75.5% | +19.5% |
| 5Y | +40.9% | +179.7% | -138.9% | -8.1% |
| 10Y | +293.3% | +1,419.5% | -1,126.2% | +37.9% |
| All | +677.7% | +3,185.9% | -2,508.2% | +6.3% |
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