-99.9%
AMIX vs URI
+68.7%
-168.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -7.1% | +1.5% | -1.8% |
| 7D | -25.5% | -12.9% | -12.6% | -19.7% |
| 30D | -56.2% | -3.4% | -52.8% | -55.6% |
| 3M | -87.4% | -10.0% | -77.4% | -86.8% |
| 6M | -80.9% | +12.2% | -93.1% | -81.5% |
| YTD | -86.8% | +29.8% | -116.6% | -88.2% |
| 1Y | -91.3% | +24.6% | -115.9% | -92.1% |
| All | -99.9% | +68.7% | -168.6% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling