-46.4%
AMIX vs URA
-11.5%
-35.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.7% | -3.1% |
| 7D | -13.7% | +1.1% | -14.8% | -15.3% |
| 30D | -62.1% | +7.4% | -69.5% | -66.2% |
| 3M | -46.2% | -8.4% | -37.8% | -51.0% |
| 6M | -46.4% | -12.7% | -33.7% | -52.2% |
| All | -46.4% | -11.5% | -35.0% | -52.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling