+33.4%
URI vs SPXS
-25.7%
+59.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.1% | -0.6% |
| 7D | +9.3% | -9.5% | +18.8% | +5.7% |
| 30D | +7.6% | +7.4% | +0.2% | +11.3% |
| 3M | +1.0% | +6.1% | -5.1% | +4.4% |
| 6M | +19.8% | -7.3% | +27.1% | +19.1% |
| YTD | +41.9% | -26.7% | +68.6% | +30.5% |
| 1Y | +33.4% | -26.2% | +59.6% | +24.0% |
| All | +33.4% | -25.7% | +59.1% | +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