-91.6%
AMIX vs URA
-31.4%
-60.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.4% | -4.4% | -4.0% |
| 7D | -16.0% | -4.1% | -11.9% | -12.7% |
| 30D | -55.4% | -19.0% | -36.4% | -45.8% |
| 3M | -87.5% | -25.1% | -62.4% | -83.8% |
| 6M | -81.2% | -44.5% | -36.7% | -74.7% |
| YTD | -86.8% | -24.3% | -62.5% | -82.5% |
| 1Y | -91.6% | -28.1% | -63.5% | -88.8% |
| All | -91.6% | -31.4% | -60.2% | -88.8% |
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