+1,135.8%
URI vs SPMO
+460.5%
+675.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.3% | +0.3% |
| 7D | +6.7% | +6.3% | +0.4% | +0.4% |
| 30D | +8.9% | -8.9% | +17.7% | +19.2% |
| 3M | +0.5% | -13.2% | +13.8% | +15.6% |
| 6M | +20.7% | -9.3% | +29.9% | +29.9% |
| YTD | +40.0% | +11.6% | +28.5% | +19.2% |
| 1Y | +34.4% | +13.4% | +21.0% | +12.4% |
| 3Y | +149.5% | +122.9% | +26.6% | -2.7% |
| 5Y | +205.6% | +113.9% | +91.6% | +26.8% |
| All | +1,135.8% | +460.5% | +675.3% | +174.9% |
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