+261.9%
AMD vs URI
+136.1%
+125.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -7.1% | -10.1% | -13.6% |
| 7D | -28.6% | -12.9% | -15.7% | -23.1% |
| 30D | -37.7% | -3.4% | -34.3% | -36.3% |
| 3M | -16.1% | -10.0% | -6.1% | -11.3% |
| 6M | +13.8% | +12.2% | +1.6% | +9.0% |
| YTD | +88.8% | +29.8% | +59.1% | +62.4% |
| 1Y | +57.8% | +24.6% | +33.2% | +39.2% |
| All | +261.9% | +136.1% | +125.8% | +129.3% |
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