-99.9%
AMIX vs URA
+20.7%
-120.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +21.7% | +2.5% | +19.2% | +20.4% |
| 7D | +11.4% | +0.3% | +11.1% | +11.5% |
| 30D | -40.5% | -14.8% | -25.7% | -35.4% |
| 3M | -80.1% | -25.3% | -54.8% | -76.9% |
| 6M | -74.8% | -39.9% | -34.9% | -70.3% |
| YTD | -84.0% | -22.4% | -61.6% | -81.8% |
| 1Y | -89.7% | -29.0% | -60.7% | -88.2% |
| All | -99.9% | +20.7% | -120.7% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling