+195.2%
AMD vs URI
+7.3%
+187.9%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.6% | +3.1% | +4.2% |
| 7D | +2.6% | -2.0% | +4.6% | +3.3% |
| 30D | -0.9% | -12.9% | +12.0% | +3.7% |
| 3M | -8.7% | -6.7% | -2.0% | -6.0% |
| 6M | +136.3% | +19.0% | +117.3% | +129.9% |
| YTD | +123.0% | +25.5% | +97.5% | +109.0% |
| 1Y | +195.2% | +5.5% | +189.6% | +206.9% |
| All | +195.2% | +7.3% | +187.9% | +206.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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