+1,271.8%
URI vs SPMO
+526.3%
+745.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.5% | +1.5% |
| 7D | +5.0% | +2.7% | +2.3% | +2.2% |
| 30D | -9.4% | +1.1% | -10.5% | -10.5% |
| 3M | -5.8% | +2.0% | -7.9% | -9.1% |
| 6M | +25.8% | +26.5% | -0.7% | -4.7% |
| YTD | +27.9% | +26.5% | +1.4% | -3.6% |
| 1Y | +9.7% | +27.9% | -18.2% | -18.5% |
| 3Y | +128.0% | +160.4% | -32.4% | -23.5% |
| 5Y | +212.4% | +151.5% | +60.9% | +11.1% |
| 10Y | +1,271.8% | +526.3% | +745.5% | +164.7% |
| All | +1,271.8% | +526.3% | +745.5% | +164.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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