+33.1%
URI vs SPXS
-26.8%
+59.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -7.0% | +13.9% | +4.3% |
| 7D | -4.0% | -1.5% | -2.5% | -3.9% |
| 30D | +6.8% | +9.6% | -2.8% | +11.2% |
| 3M | -2.8% | +8.5% | -11.3% | +1.1% |
| 6M | +20.9% | -5.8% | +26.6% | +20.7% |
| YTD | +40.2% | -25.4% | +65.6% | +29.8% |
| All | +33.1% | -26.8% | +59.9% | +24.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling