-71.3%
AMC vs URA
+36.0%
-107.3%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.4% | -2.4% | +1.0% |
| 7D | +2.6% | -4.1% | +6.7% | +3.6% |
| 30D | +9.0% | -19.0% | +28.0% | +14.0% |
| 3M | +22.2% | -25.1% | +47.3% | +29.7% |
| 6M | +91.5% | -44.5% | +136.0% | +115.8% |
| YTD | +101.3% | -24.3% | +125.6% | +112.7% |
| 1Y | +20.8% | -28.1% | +48.9% | +28.7% |
| 3Y | -71.3% | +40.7% | -112.0% | -69.7% |
| All | -71.3% | +36.0% | -107.3% | -69.7% |
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