+179.2%
URI vs SPXS
-81.6%
+260.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +2.0% | +0.8% |
| 7D | -9.8% | +7.5% | -17.3% | -6.3% |
| 30D | +1.7% | +17.5% | -15.7% | +10.3% |
| 3M | -9.1% | +14.7% | -23.7% | -2.1% |
| 6M | +9.9% | -0.1% | +10.0% | +12.2% |
| YTD | +31.2% | -19.7% | +51.0% | +23.3% |
| 1Y | +25.9% | -23.6% | +49.5% | +16.4% |
| 3Y | +147.4% | -79.2% | +226.6% | +46.4% |
| All | +179.2% | -81.6% | +260.7% | +93.7% |
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