+9.7%
URI vs SPMO
+28.5%
-18.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.5% | +1.4% |
| 7D | +5.0% | +2.7% | +2.3% | +3.6% |
| 30D | -9.4% | +1.1% | -10.5% | -9.8% |
| 3M | -5.8% | +2.0% | -7.9% | -6.8% |
| 6M | +25.8% | +26.5% | -0.7% | +9.4% |
| YTD | +27.9% | +26.5% | +1.4% | +10.5% |
| 1Y | +9.7% | +27.9% | -18.2% | -6.7% |
| All | +9.7% | +28.5% | -18.8% | -6.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling