-79.4%
AMIX vs URA
-40.7%
-38.7%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.1% | -2.0% | -0.9% |
| 7D | -25.1% | -10.5% | -14.6% | -6.1% |
| 30D | -54.5% | -18.6% | -35.9% | -32.2% |
| 3M | -91.7% | -23.0% | -68.7% | -87.5% |
| 6M | -79.4% | -40.3% | -39.2% | -63.2% |
| All | -79.4% | -40.7% | -38.7% | -63.2% |
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