+1,218.8%
URI vs SPG
+117.3%
+1,101.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.0% | +4.9% | +5.8% |
| 7D | -4.0% | +5.1% | -9.1% | -6.7% |
| 30D | +6.8% | +16.8% | -10.0% | -2.1% |
| 3M | -2.8% | +5.7% | -8.5% | -5.8% |
| 6M | +20.9% | +17.8% | +3.1% | +9.6% |
| YTD | +40.2% | +30.1% | +10.1% | +19.8% |
| 1Y | +34.1% | +32.8% | +1.3% | +13.2% |
| 3Y | +164.1% | +137.2% | +26.9% | +60.9% |
| 5Y | +199.3% | +81.5% | +117.9% | +109.2% |
| 10Y | +1,218.8% | +116.5% | +1,102.3% | +637.5% |
| All | +1,218.8% | +117.3% | +1,101.5% | +637.5% |
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