+199.0%
AMD vs URI
+166.6%
+32.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.1% | +9.9% | +10.4% |
| 7D | -11.0% | -9.8% | -1.3% | -5.2% |
| 30D | -30.5% | +1.7% | -32.2% | -30.8% |
| 3M | -8.2% | -9.1% | +0.8% | -2.8% |
| 6M | +6.6% | +9.9% | -3.3% | +1.6% |
| YTD | +109.7% | +31.2% | +78.5% | +72.9% |
| 1Y | +88.9% | +25.9% | +63.0% | +60.2% |
| 3Y | +301.8% | +147.4% | +154.4% | +108.1% |
| All | +199.0% | +166.6% | +32.5% | +26.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling