+7,210.0%
URI vs SPY
+1,147.4%
+6,062.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +0.7% |
| 7D | -9.8% | -2.7% | -7.1% | -6.3% |
| 30D | +1.7% | -5.4% | +7.1% | +9.8% |
| 3M | -9.1% | -4.1% | -5.0% | -3.7% |
| 6M | +9.9% | +0.7% | +9.2% | +8.4% |
| YTD | +31.2% | +8.7% | +22.5% | +16.4% |
| 1Y | +25.9% | +10.9% | +15.1% | +8.7% |
| 3Y | +147.4% | +75.0% | +72.4% | +14.4% |
| 5Y | +179.7% | +67.8% | +112.0% | +39.8% |
| 10Y | +1,419.5% | +312.9% | +1,106.7% | +144.1% |
| All | +7,210.0% | +1,147.4% | +6,062.6% | +285.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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