+501.7%
SPCX vs URI
+70.5%
+431.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +6.9% | -1.1% | -34.7% |
| 7D | +4.2% | -4.0% | +8.2% | +12.5% |
| 30D | -12.6% | +6.8% | -19.4% | -57.7% |
| 3M | +6.7% | -2.8% | +9.5% | -34.3% |
| 6M | +546.4% | +53.8% | +492.6% | -34.3% |
| YTD | +552.1% | +40.2% | +511.9% | -33.9% |
| 1Y | +453.2% | +34.1% | +419.1% | -43.9% |
| All | +501.7% | +70.5% | +431.2% | -41.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling