-91.6%
AMIX vs URI
+26.0%
-117.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.6% |
| 7D | -16.0% | -9.8% | -6.2% | -11.3% |
| 30D | -55.4% | +1.7% | -57.2% | -56.0% |
| 3M | -87.5% | -9.1% | -78.5% | -86.9% |
| 6M | -81.2% | +9.9% | -91.1% | -80.3% |
| YTD | -86.8% | +31.2% | -118.1% | -84.7% |
| 1Y | -91.6% | +25.9% | -117.5% | -91.1% |
| All | -91.6% | +26.0% | -117.6% | -91.1% |
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