+1,182.4%
URI vs SPMO
+449.2%
+733.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -1.9% |
| 7D | -6.0% | -2.6% | -3.3% | -3.3% |
| 30D | +4.6% | -14.2% | +18.8% | +21.8% |
| 3M | -2.7% | -12.7% | +10.0% | +11.0% |
| 6M | +18.4% | -9.6% | +27.9% | +27.6% |
| YTD | +37.4% | +9.3% | +28.1% | +19.4% |
| 1Y | +30.4% | +8.2% | +22.1% | +14.5% |
| 3Y | +147.9% | +119.4% | +28.5% | -1.8% |
| 5Y | +202.1% | +112.5% | +89.6% | +26.2% |
| 10Y | +1,182.4% | +449.2% | +733.2% | +193.9% |
| All | +1,182.4% | +449.2% | +733.2% | +193.9% |
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