-8.7%
AMCR vs URA
+132.7%
-141.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.4% | -2.5% |
| 7D | -6.3% | +5.7% | -12.0% | -7.1% |
| 30D | -7.1% | +5.6% | -12.7% | -8.0% |
| 3M | +12.7% | +6.2% | +6.5% | +11.3% |
| 6M | +5.2% | -8.2% | +13.4% | +5.9% |
| YTD | +8.1% | +9.7% | -1.6% | +5.5% |
| 1Y | +11.7% | +17.0% | -5.3% | +7.0% |
| 3Y | +9.9% | +118.5% | -108.6% | -8.3% |
| 5Y | -8.7% | +134.3% | -143.0% | -27.6% |
| All | -8.7% | +132.7% | -141.4% | -27.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling