-91.6%
AMIX vs URI
+33.3%
-124.9%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.4% | +1.4% | -0.7% |
| 7D | -25.1% | -4.3% | -20.8% | -23.3% |
| 30D | -54.5% | +4.6% | -59.1% | -55.8% |
| 3M | -91.7% | -2.1% | -89.6% | -91.7% |
| 6M | -79.4% | +21.9% | -101.4% | -79.2% |
| YTD | -86.1% | +39.7% | -125.8% | -84.5% |
| 1Y | -91.6% | +32.9% | -124.4% | -91.7% |
| All | -91.6% | +33.3% | -124.9% | -91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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