+9.7%
URI vs VSXY
+198.1%
-188.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.5% | +4.8% | +1.5% |
| 7D | +5.0% | -10.7% | +15.7% | +5.5% |
| 30D | -9.4% | -24.3% | +14.9% | -8.2% |
| 3M | -5.8% | +1.0% | -6.8% | -6.5% |
| 6M | +25.8% | +57.4% | -31.5% | +18.0% |
| YTD | +27.9% | +39.8% | -11.9% | +22.5% |
| 1Y | +9.7% | +196.5% | -186.8% | -3.2% |
| All | +9.7% | +198.1% | -188.4% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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