+37.5%
UROY vs SPY
+21.3%
+16.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.4% | +1.0% |
| 7D | +2.5% | +0.3% | +2.3% | +2.0% |
| 30D | +32.1% | +0.2% | +31.9% | +31.5% |
| 3M | +23.0% | +2.8% | +20.2% | +15.5% |
| 6M | +10.7% | +14.3% | -3.5% | -19.6% |
| YTD | +25.4% | +14.0% | +11.4% | -7.7% |
| All | +37.5% | +21.3% | +16.2% | -22.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling