-71.9%
AMC vs URA
+30.2%
-102.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -5.3% | -7.2% | -11.3% |
| 7D | 0.0% | -13.3% | +13.3% | +3.1% |
| 30D | +4.4% | -25.9% | +30.3% | +11.2% |
| 3M | +15.4% | -27.8% | +43.1% | +23.4% |
| 6M | +93.7% | -42.8% | +136.6% | +117.4% |
| YTD | +97.4% | -27.5% | +124.9% | +110.6% |
| 1Y | +23.2% | -35.1% | +58.3% | +33.6% |
| All | -71.9% | +30.2% | -102.1% | -70.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling