+495.9%
SPMO vs URA
+180.8%
+315.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -1.1% |
| 7D | +6.3% | -1.5% | +7.9% | +6.8% |
| 30D | -8.9% | -10.4% | +1.5% | -6.1% |
| 3M | -13.2% | -29.6% | +16.4% | -5.1% |
| 6M | -9.3% | -40.3% | +31.0% | +3.1% |
| YTD | +11.6% | -25.5% | +37.0% | +18.4% |
| 1Y | +13.4% | -26.4% | +39.8% | +20.4% |
| 3Y | +122.9% | +31.4% | +91.4% | +96.8% |
| 5Y | +113.9% | +28.6% | +85.3% | +83.4% |
| 10Y | +460.5% | +260.9% | +199.6% | +236.9% |
| All | +495.9% | +180.8% | +315.1% | +270.0% |
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 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