+43.6%
AMGN vs URA
+18.3%
+25.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.9% | -0.4% |
| 7D | -11.6% | +5.7% | -17.4% | -11.8% |
| 30D | -5.7% | +5.6% | -11.3% | -5.9% |
| 3M | +14.2% | +6.2% | +8.0% | +13.9% |
| 6M | +5.2% | -8.2% | +13.4% | +5.2% |
| YTD | +22.0% | +9.7% | +12.3% | +19.9% |
| 1Y | +43.6% | +17.0% | +26.7% | +38.7% |
| All | +43.6% | +18.3% | +25.3% | +38.7% |
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