-2.7%
SPOT vs URI
+30.2%
-32.9%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.6% |
| 7D | +1.0% | -6.0% | +7.0% | +0.4% |
| 30D | +14.6% | +4.6% | +10.0% | +14.9% |
| 3M | +18.4% | -2.7% | +21.1% | +18.2% |
| 6M | +45.1% | +18.4% | +26.7% | +45.2% |
| YTD | +4.4% | +37.4% | -33.0% | +1.4% |
| 1Y | -2.7% | +30.4% | -33.0% | -4.9% |
| All | -2.7% | +30.2% | -32.9% | -4.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling