+22,096.3%
URI vs SPXS
-100.0%
+22,196.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +2.0% | +0.7% |
| 7D | -9.8% | +7.5% | -17.3% | -5.4% |
| 30D | +1.7% | +17.5% | -15.7% | +12.7% |
| 3M | -9.1% | +14.7% | -23.7% | -0.3% |
| 6M | +9.9% | -0.1% | +10.0% | +12.6% |
| YTD | +31.2% | -19.7% | +51.0% | +20.9% |
| 1Y | +25.9% | -23.6% | +49.5% | +13.6% |
| 3Y | +147.4% | -79.2% | +226.6% | +24.8% |
| 5Y | +179.7% | -81.7% | +261.5% | +72.5% |
| 10Y | +1,419.5% | -99.5% | +1,519.1% | +93.1% |
| All | +22,096.3% | -100.0% | +22,196.3% | +225.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling