+483.9%
SPMO vs URA
+192.4%
+291.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.5% | +3.3% | +0.7% |
| 7D | -2.6% | +0.3% | -2.9% | -2.7% |
| 30D | -14.2% | -14.8% | +0.5% | -10.5% |
| 3M | -12.7% | -25.3% | +12.6% | -6.0% |
| 6M | -9.6% | -39.9% | +30.4% | +2.6% |
| YTD | +9.3% | -22.4% | +31.7% | +14.8% |
| 1Y | +8.2% | -29.0% | +37.2% | +15.9% |
| 3Y | +119.4% | +41.0% | +78.4% | +90.3% |
| 5Y | +112.5% | +38.3% | +74.1% | +78.8% |
| 10Y | +449.2% | +276.1% | +173.2% | +226.6% |
| All | +483.9% | +192.4% | +291.5% | +258.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling