+7,128.3%
URI vs SPG
+2,921.8%
+4,206.5%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.9% | -6.3% | -6.7% |
| 7D | -12.9% | +5.0% | -17.9% | -15.3% |
| 30D | -3.4% | +12.3% | -15.7% | -9.4% |
| 3M | -10.0% | +1.9% | -11.9% | -11.1% |
| 6M | +12.2% | +14.4% | -2.2% | +3.7% |
| YTD | +29.8% | +26.5% | +3.3% | +13.0% |
| 1Y | +24.6% | +30.7% | -6.1% | +6.6% |
| 3Y | +137.6% | +122.6% | +15.0% | +51.8% |
| 5Y | +176.6% | +73.3% | +103.3% | +102.3% |
| 10Y | +1,402.6% | +111.1% | +1,291.5% | +760.5% |
| All | +7,128.3% | +2,921.8% | +4,206.5% | +757.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling