-86.0%
SPXU vs URA
+132.7%
-218.7%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.3% | +2.8% | +0.6% |
| 7D | +1.3% | +5.7% | -4.5% | +4.9% |
| 30D | +5.1% | +5.6% | -0.5% | +9.2% |
| 3M | -9.1% | +6.2% | -15.3% | -3.4% |
| 6M | -29.6% | -8.2% | -21.3% | -28.9% |
| YTD | -27.7% | +9.7% | -37.3% | -16.3% |
| 1Y | -37.0% | +17.0% | -53.9% | -21.3% |
| 3Y | -80.2% | +118.5% | -198.6% | -54.0% |
| 5Y | -86.0% | +134.3% | -220.4% | -56.5% |
| All | -86.0% | +132.7% | -218.7% | -56.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling