+65.7%
AMGN vs URA
-32.2%
+97.9%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.1% | +4.8% | +3.8% |
| 7D | +5.9% | -10.5% | +16.4% | +6.1% |
| 30D | +18.7% | -18.6% | +37.4% | +19.2% |
| 3M | +23.4% | -23.0% | +46.4% | +24.0% |
| 6M | +49.7% | -40.3% | +90.0% | +51.7% |
| YTD | +49.2% | -23.5% | +72.6% | +47.7% |
| 1Y | +65.7% | -31.1% | +96.8% | +66.3% |
| All | +65.7% | -32.2% | +97.9% | +66.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 1y: compounded portfolio wealth divided by compounded URA 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…
1y analysis · Full analysis span regression · 6 months rolling