-99.5%
SPXU vs URA
+346.2%
-445.7%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.3% | +0.8% | -4.7% |
| 7D | +2.5% | -5.5% | +8.0% | -1.5% |
| 30D | +4.2% | -3.7% | +7.9% | +2.0% |
| 3M | -9.3% | -2.9% | -6.4% | -9.2% |
| 6M | -30.7% | -15.2% | -15.5% | -34.2% |
| YTD | -28.1% | +1.9% | -30.0% | -20.0% |
| 1Y | -35.2% | +6.9% | -42.2% | -22.8% |
| 3Y | -79.9% | +99.6% | -179.5% | -53.0% |
| 5Y | -86.4% | +101.2% | -187.5% | -57.3% |
| All | -99.5% | +346.2% | -445.7% | -94.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling