+5,710.3%
AMD vs URI
+1,357.5%
+4,352.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -7.1% | -10.1% | -13.9% |
| 7D | -28.6% | -12.9% | -15.7% | -23.4% |
| 30D | -37.7% | -3.4% | -34.3% | -36.5% |
| 3M | -16.1% | -10.0% | -6.1% | -11.6% |
| 6M | +13.8% | +12.2% | +1.6% | +8.6% |
| YTD | +88.8% | +29.8% | +59.1% | +62.5% |
| 1Y | +57.8% | +24.6% | +33.2% | +38.7% |
| 3Y | +260.3% | +137.6% | +122.7% | +128.5% |
| 5Y | +196.6% | +176.6% | +20.0% | +70.7% |
| All | +5,710.3% | +1,357.5% | +4,352.8% | +1,960.1% |
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