+1,218.8%
URI vs SPXS
-99.5%
+1,318.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -7.0% | +13.9% | +3.4% |
| 7D | -4.0% | -1.5% | -2.5% | -3.9% |
| 30D | +6.8% | +9.6% | -2.8% | +13.1% |
| 3M | -2.8% | +8.5% | -11.3% | +2.7% |
| 6M | +20.9% | -5.8% | +26.6% | +20.5% |
| YTD | +40.2% | -25.4% | +65.6% | +26.7% |
| 1Y | +34.1% | -28.8% | +62.9% | +19.1% |
| 3Y | +164.1% | -80.9% | +245.0% | +42.0% |
| 5Y | +199.3% | -83.1% | +282.4% | +95.1% |
| 10Y | +1,218.8% | -99.5% | +1,318.3% | +159.7% |
| All | +1,218.8% | -99.5% | +1,318.4% | +159.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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