+1,213.1%
URI vs SPG
+116.4%
+1,096.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.0% | +4.1% |
| 7D | +2.6% | +2.7% | -0.2% | +1.1% |
| 30D | +9.1% | +16.6% | -7.5% | +0.1% |
| 3M | +1.0% | +8.1% | -7.1% | -3.4% |
| 6M | +23.3% | +19.3% | +4.0% | +11.1% |
| YTD | +43.3% | +31.1% | +12.2% | +21.9% |
| 1Y | +35.9% | +32.8% | +3.2% | +14.8% |
| 3Y | +158.6% | +135.8% | +22.9% | +58.1% |
| 5Y | +213.1% | +85.1% | +128.0% | +116.5% |
| 10Y | +1,213.1% | +115.9% | +1,097.1% | +630.9% |
| All | +1,213.1% | +116.4% | +1,096.7% | +630.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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