-83.4%
SPXU vs URA
+25.6%
-109.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.6% | +2.8% | +0.2% |
| 7D | -7.6% | -1.5% | -6.0% | -8.1% |
| 30D | +5.3% | -10.4% | +15.7% | -0.5% |
| 3M | +9.6% | -29.6% | +39.3% | -10.5% |
| 6M | -4.5% | -40.3% | +35.7% | -27.9% |
| YTD | -25.9% | -25.5% | -0.4% | -31.2% |
| 1Y | -28.9% | -26.4% | -2.4% | -33.8% |
| 3Y | -80.5% | +31.4% | -111.9% | -64.9% |
| All | -83.4% | +25.6% | -109.0% | -58.4% |
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