+5,256.5%
AMD vs URI
+7,950.8%
-2,694.3%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.4% | +5.4% | +2.7% |
| 7D | -15.5% | -4.3% | -11.2% | -14.1% |
| 30D | -22.6% | +4.6% | -27.2% | -24.0% |
| 3M | -5.7% | -2.1% | -3.6% | -5.1% |
| 6M | +43.1% | +21.9% | +21.2% | +33.0% |
| YTD | +128.2% | +39.7% | +88.5% | +96.2% |
| 1Y | +95.5% | +32.9% | +62.6% | +71.5% |
| 3Y | +335.4% | +155.8% | +179.6% | +195.3% |
| 5Y | +255.5% | +202.4% | +53.0% | +125.4% |
| 10Y | +7,350.9% | +1,517.7% | +5,833.2% | +2,242.3% |
| All | +5,256.5% | +7,950.8% | -2,694.3% | +332.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling