+40.7%
AMC vs URA
-30.3%
+71.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +2.5% | +7.7% | +9.4% |
| 7D | +5.5% | +0.3% | +5.2% | +5.5% |
| 30D | +16.1% | -14.8% | +30.9% | +21.6% |
| 3M | +43.0% | -25.3% | +68.3% | +55.1% |
| 6M | +130.7% | -39.9% | +170.6% | +168.1% |
| YTD | +121.8% | -22.4% | +144.2% | +127.9% |
| 1Y | +40.7% | -29.0% | +69.6% | +49.5% |
| All | +40.7% | -30.3% | +71.0% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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