+307.3%
SPY vs URI
+1,313.6%
-1,006.3%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.9% | -4.5% | +0.5% |
| 7D | +0.1% | -4.0% | +4.1% | +1.1% |
| 30D | -3.3% | +6.8% | -10.1% | -5.2% |
| 3M | -2.4% | -2.8% | +0.4% | -2.1% |
| 6M | +2.6% | +20.9% | -18.3% | -3.7% |
| YTD | +11.2% | +40.2% | -29.0% | -1.7% |
| 1Y | +13.4% | +34.1% | -20.7% | +1.5% |
| 3Y | +79.9% | +164.1% | -84.2% | +27.4% |
| 5Y | +72.2% | +199.3% | -127.2% | +13.5% |
| 10Y | +307.3% | +1,218.8% | -911.5% | +74.6% |
| All | +307.3% | +1,313.6% | -1,006.3% | +74.6% |
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