-10.5%
TEM vs URI
+33.3%
-43.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.4% | +1.6% | -2.1% |
| 7D | -1.3% | -4.3% | +3.0% | -0.5% |
| 30D | -9.5% | +4.6% | -14.1% | -10.0% |
| 3M | +60.7% | -2.1% | +62.8% | +61.4% |
| 6M | +35.5% | +21.9% | +13.6% | +31.9% |
| YTD | +28.0% | +39.7% | -11.7% | +13.2% |
| 1Y | -10.5% | +32.9% | -43.4% | -13.9% |
| All | -10.5% | +33.3% | -43.8% | -13.9% |
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