+210.4%
URI vs SPMO
+149.9%
+60.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | 0.0% |
| 7D | +2.5% | +3.4% | -0.9% | -0.9% |
| 30D | -12.5% | +0.5% | -13.1% | -13.1% |
| 3M | -6.2% | +1.9% | -8.1% | -9.4% |
| 6M | +25.9% | +27.8% | -1.9% | -6.9% |
| YTD | +26.2% | +26.7% | -0.5% | -6.2% |
| 1Y | +5.5% | +28.9% | -23.4% | -23.5% |
| 3Y | +125.0% | +160.7% | -35.7% | -35.7% |
| 5Y | +210.4% | +150.2% | +60.2% | -4.3% |
| All | +210.4% | +149.9% | +60.6% | -4.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling