+517.6%
SPMO vs URA
+346.2%
+171.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.3% | +3.8% | +1.4% |
| 7D | -0.9% | -5.5% | +4.6% | +0.5% |
| 30D | -1.9% | -3.7% | +1.8% | -1.1% |
| 3M | -1.4% | -2.9% | +1.5% | -0.9% |
| 6M | +25.5% | -15.2% | +40.7% | +30.0% |
| YTD | +24.8% | +1.9% | +23.0% | +22.0% |
| 1Y | +24.5% | +6.9% | +17.6% | +18.8% |
| 3Y | +157.1% | +99.6% | +57.5% | +101.0% |
| 5Y | +149.5% | +101.2% | +48.3% | +86.3% |
| All | +517.6% | +346.2% | +171.4% | +231.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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