+257.7%
SPOT vs URI
+161.0%
+96.7%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.9% | -5.9% | +0.2% |
| 7D | +2.5% | -4.0% | +6.6% | +2.9% |
| 30D | +15.1% | +6.8% | +8.3% | +14.0% |
| 3M | +24.8% | -2.8% | +27.6% | +24.9% |
| 6M | +45.8% | +20.9% | +24.9% | +40.0% |
| YTD | +4.9% | +40.2% | -35.4% | -3.6% |
| 1Y | -1.3% | +34.1% | -35.4% | -8.2% |
| 3Y | +257.7% | +164.1% | +93.6% | +236.6% |
| All | +257.7% | +161.0% | +96.7% | +236.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling