+311.1%
SPY vs URI
+1,246.1%
-935.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.2% | -2.8% | +0.2% |
| 7D | -0.9% | +2.6% | -3.5% | -1.7% |
| 30D | -2.4% | +9.1% | -11.4% | -4.8% |
| 3M | -1.2% | +1.0% | -2.1% | -1.9% |
| 6M | +3.3% | +23.3% | -20.1% | -3.5% |
| YTD | +12.3% | +43.3% | -31.0% | -1.3% |
| 1Y | +12.4% | +35.9% | -23.5% | +0.3% |
| 3Y | +78.8% | +158.6% | -79.8% | +27.5% |
| 5Y | +75.2% | +213.1% | -137.9% | +14.0% |
| 10Y | +311.1% | +1,213.1% | -902.0% | +74.9% |
| All | +311.1% | +1,246.1% | -935.0% | +74.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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