+331.1%
AMD vs URI
+113.1%
+218.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.6% | +3.1% | +3.9% |
| 7D | +2.6% | -2.0% | +4.6% | +3.6% |
| 30D | -0.9% | -12.9% | +12.0% | +5.9% |
| 3M | -8.7% | -6.7% | -2.0% | -5.4% |
| 6M | +136.3% | +19.0% | +117.3% | +116.6% |
| YTD | +123.0% | +25.5% | +97.5% | +94.1% |
| 1Y | +195.2% | +5.5% | +189.6% | +183.0% |
| All | +331.1% | +113.1% | +218.0% | +180.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling