+6,351.7%
AMD vs URI
+1,374.0%
+4,977.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.1% | +9.9% | +10.5% |
| 7D | -11.0% | -9.8% | -1.3% | -6.2% |
| 30D | -30.5% | +1.7% | -32.2% | -30.7% |
| 3M | -8.2% | -9.1% | +0.8% | -3.7% |
| 6M | +6.6% | +9.9% | -3.3% | +2.5% |
| YTD | +109.7% | +31.2% | +78.5% | +79.6% |
| 1Y | +88.9% | +25.9% | +63.0% | +65.3% |
| 3Y | +301.8% | +147.4% | +154.4% | +150.3% |
| 5Y | +229.4% | +179.7% | +49.6% | +88.6% |
| All | +6,351.7% | +1,374.0% | +4,977.7% | +2,176.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling