+16,551.0%
URI vs SPXU
-100.0%
+16,651.0%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +2.3% |
| 7D | -2.0% | -0.1% | -1.9% | -2.0% |
| 30D | -12.9% | +0.8% | -13.8% | -12.4% |
| 3M | -6.7% | -4.7% | -2.0% | -8.1% |
| 6M | +19.0% | -29.6% | +48.6% | +0.2% |
| YTD | +25.5% | -29.9% | +55.4% | +6.2% |
| 1Y | +5.5% | -39.1% | +44.6% | -16.6% |
| 3Y | +111.3% | -80.0% | +191.3% | +6.4% |
| 5Y | +198.6% | -86.0% | +284.6% | +60.0% |
| 10Y | +1,179.9% | -99.5% | +1,279.4% | +69.4% |
| All | +16,551.0% | -100.0% | +16,651.0% | +232.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling