+5.5%
URI vs SPXU
-38.3%
+43.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +1.1% |
| 7D | +2.5% | -1.5% | +4.0% | +2.0% |
| 30D | -12.5% | +3.7% | -16.3% | -11.4% |
| 3M | -6.2% | -9.6% | +3.4% | -8.6% |
| 6M | +25.9% | -32.4% | +58.2% | +11.3% |
| YTD | +26.2% | -28.7% | +54.9% | +14.3% |
| 1Y | +5.5% | -38.2% | +43.7% | -10.5% |
| All | +5.5% | -38.3% | +43.8% | -10.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling