+151.5%
SPMO vs URA
+132.7%
+18.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.2% |
| 7D | +2.7% | +5.7% | -3.0% | +1.2% |
| 30D | +1.1% | +5.6% | -4.5% | -0.5% |
| 3M | +2.0% | +6.2% | -4.2% | +0.2% |
| 6M | +26.5% | -8.2% | +34.8% | +28.1% |
| YTD | +26.5% | +9.7% | +16.8% | +21.6% |
| 1Y | +27.9% | +17.0% | +11.0% | +19.7% |
| 3Y | +160.4% | +118.5% | +41.9% | +102.2% |
| 5Y | +151.5% | +134.3% | +17.2% | +86.1% |
| All | +151.5% | +132.7% | +18.8% | +86.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling