+180.1%
URI vs SPMO
+100.8%
+79.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | -0.4% |
| 7D | -9.8% | -8.7% | -1.1% | -1.5% |
| 30D | +1.7% | -18.7% | +20.4% | +24.1% |
| 3M | -9.1% | -16.4% | +7.4% | +7.8% |
| 6M | +9.9% | -11.9% | +21.7% | +20.2% |
| YTD | +31.2% | +4.9% | +26.3% | +17.0% |
| 1Y | +25.9% | +6.2% | +19.7% | +10.6% |
| 3Y | +147.4% | +115.1% | +32.3% | -14.4% |
| All | +180.1% | +100.8% | +79.2% | +6.4% |
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