-80.1%
SPXU vs URA
+119.4%
-199.5%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.1% | -1.4% | +3.3% |
| 7D | -1.5% | +8.1% | -9.6% | +2.7% |
| 30D | +3.7% | +5.8% | -2.0% | +7.3% |
| 3M | -9.6% | +3.4% | -13.0% | -5.9% |
| 6M | -32.4% | -2.6% | -29.7% | -29.3% |
| YTD | -28.7% | +11.2% | -39.8% | -18.1% |
| 1Y | -38.2% | +19.8% | -58.0% | -23.3% |
| All | -80.1% | +119.4% | -199.5% | -58.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling