+212.4%
URI vs SPXS
-85.7%
+298.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +2.0% |
| 7D | +5.0% | +1.2% | +3.8% | +5.6% |
| 30D | -9.4% | +5.2% | -14.6% | -7.2% |
| 3M | -5.8% | -9.2% | +3.3% | -9.0% |
| 6M | +25.8% | -29.6% | +55.4% | +9.4% |
| YTD | +27.9% | -27.6% | +55.5% | +13.4% |
| 1Y | +9.7% | -36.7% | +46.4% | -7.7% |
| 3Y | +128.0% | -79.8% | +207.8% | +32.5% |
| 5Y | +212.4% | -85.9% | +298.3% | +91.7% |
| All | +212.4% | -85.7% | +298.1% | +91.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling