+257.9%
SPOT vs URI
+153.1%
+104.8%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.3% | +3.6% | +2.5% |
| 7D | +1.6% | +6.7% | -5.1% | +0.8% |
| 30D | +16.9% | +8.9% | +8.1% | +15.6% |
| 3M | +23.0% | +0.5% | +22.4% | +22.5% |
| 6M | +42.2% | +20.7% | +21.5% | +36.5% |
| YTD | +5.5% | +40.0% | -34.5% | -3.1% |
| 1Y | -5.1% | +34.4% | -39.5% | -11.9% |
| 3Y | +257.9% | +149.5% | +108.4% | +231.5% |
| All | +257.9% | +153.1% | +104.8% | +231.5% |
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