+821.2%
SPYM vs URI
+4,934.2%
-4,113.0%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-11.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -0.8% | -2.1% | +1.3% | -0.4% |
| 30D | -1.1% | -12.4% | +11.3% | +1.6% |
| 3M | +3.9% | -7.3% | +11.1% | +5.1% |
| 6M | +13.6% | +27.2% | -13.6% | +6.7% |
| YTD | +12.7% | +23.0% | -10.2% | +6.0% |
| 1Y | +17.6% | +3.9% | +13.7% | +14.4% |
| 3Y | +77.2% | +121.6% | -44.4% | +43.8% |
| 5Y | +84.1% | +201.1% | -116.9% | +37.5% |
| 10Y | +323.8% | +1,219.0% | -895.1% | +122.8% |
| All | +821.2% | +4,934.2% | -4,113.0% | +185.1% |
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 1990-01-01 to 2026-09-11: 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…
1990-01-01 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling