-80.5%
SPXU vs URA
+35.4%
-115.9%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.6% | +2.8% | +0.3% |
| 7D | -7.6% | -1.5% | -6.0% | -8.0% |
| 30D | +5.3% | -10.4% | +15.7% | +0.6% |
| 3M | +9.6% | -29.6% | +39.3% | -6.8% |
| 6M | -4.5% | -40.3% | +35.7% | -23.4% |
| YTD | -25.9% | -25.5% | -0.4% | -29.6% |
| 1Y | -28.9% | -26.4% | -2.4% | -32.2% |
| 3Y | -80.5% | +31.4% | -111.9% | -67.2% |
| All | -80.5% | +35.4% | -115.9% | -67.2% |
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