+8,164.6%
AMD vs URA
+277.9%
+7,886.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.5% | +5.8% | +6.5% |
| 7D | +13.1% | +2.9% | +10.2% | +12.3% |
| 30D | -7.0% | -10.8% | +3.9% | +0.5% |
| 3M | +16.6% | -25.5% | +42.1% | +38.3% |
| 6M | +20.5% | -41.2% | +61.7% | +63.1% |
| YTD | +158.2% | -21.3% | +179.4% | +198.9% |
| 1Y | +132.8% | -25.7% | +158.5% | +177.1% |
| 3Y | +366.2% | +43.1% | +323.2% | +280.2% |
| 5Y | +278.7% | +35.6% | +243.1% | +203.1% |
| 10Y | +8,164.6% | +281.3% | +7,883.3% | +3,771.0% |
| All | +8,164.6% | +277.9% | +7,886.7% | +3,771.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling