+21,135.1%
URI vs SPXS
-100.0%
+21,235.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +2.4% |
| 7D | -2.0% | -0.1% | -1.9% | -1.9% |
| 30D | -12.9% | +0.8% | -13.8% | -12.4% |
| 3M | -6.7% | -4.7% | -2.0% | -8.2% |
| 6M | +19.0% | -29.6% | +48.6% | -0.3% |
| YTD | +25.5% | -29.8% | +55.3% | +5.8% |
| 1Y | +5.5% | -38.9% | +44.5% | -17.0% |
| 3Y | +111.3% | -79.6% | +190.9% | +5.6% |
| 5Y | +198.6% | -85.9% | +284.5% | +57.6% |
| 10Y | +1,179.9% | -99.5% | +1,279.4% | +61.9% |
| All | +21,135.1% | -100.0% | +21,235.1% | +184.7% |
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 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