+147.4%
URI vs SPXU
-79.5%
+226.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.9% | +0.8% |
| 7D | -9.8% | +7.6% | -17.3% | -6.3% |
| 30D | +1.7% | +17.5% | -15.8% | +10.2% |
| 3M | -9.1% | +14.7% | -23.7% | -2.2% |
| 6M | +9.9% | -0.1% | +9.9% | +12.2% |
| YTD | +31.2% | -19.8% | +51.0% | +23.1% |
| 1Y | +25.9% | -23.7% | +49.7% | +16.1% |
| 3Y | +147.4% | -79.5% | +226.9% | +31.0% |
| All | +147.4% | -79.5% | +226.9% | +31.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling