+24,098.8%
URI vs SPXS
-100.0%
+24,198.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.9% | +8.1% | +1.9% |
| 7D | +2.4% | +1.5% | +0.9% | +4.5% |
| 30D | +8.9% | +6.3% | +2.6% | +14.3% |
| 3M | +0.8% | +4.2% | -3.4% | +5.1% |
| 6M | +23.1% | -7.9% | +31.0% | +21.0% |
| YTD | +43.1% | -27.5% | +70.5% | +24.9% |
| 1Y | +35.7% | -27.0% | +62.7% | +19.7% |
| 3Y | +158.2% | -80.5% | +238.7% | +25.7% |
| 5Y | +212.6% | -84.0% | +296.5% | +79.3% |
| 10Y | +1,210.8% | -99.5% | +1,310.3% | +69.5% |
| All | +24,098.8% | -100.0% | +24,198.8% | +236.0% |
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 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