+1,271.8%
URI vs SPXU
-99.5%
+1,371.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +2.0% |
| 7D | +5.0% | +1.3% | +3.7% | +5.7% |
| 30D | -9.4% | +5.1% | -14.5% | -7.0% |
| 3M | -5.8% | -9.1% | +3.3% | -9.4% |
| 6M | +25.8% | -29.6% | +55.4% | +7.9% |
| YTD | +27.9% | -27.7% | +55.6% | +12.0% |
| 1Y | +9.7% | -37.0% | +46.7% | -9.4% |
| 3Y | +128.0% | -80.2% | +208.2% | +23.8% |
| 5Y | +212.4% | -86.0% | +298.4% | +82.3% |
| 10Y | +1,271.8% | -99.5% | +1,371.4% | +110.8% |
| All | +1,271.8% | -99.5% | +1,371.4% | +110.8% |
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