+1,135.8%
URI vs SPXU
-99.5%
+1,235.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.2% | -2.5% | -0.7% |
| 7D | +6.7% | -7.6% | +14.3% | +3.0% |
| 30D | +8.9% | +5.3% | +3.5% | +13.1% |
| 3M | +0.5% | +9.6% | -9.1% | +7.0% |
| 6M | +20.7% | -4.5% | +25.2% | +21.2% |
| YTD | +40.0% | -25.9% | +65.9% | +26.1% |
| 1Y | +34.4% | -28.9% | +63.3% | +19.2% |
| 3Y | +149.5% | -80.5% | +229.9% | +35.1% |
| 5Y | +205.6% | -83.4% | +288.9% | +96.9% |
| All | +1,135.8% | -99.5% | +1,235.3% | +137.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling