-99.9%
AMIX vs URI
+82.3%
-182.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +6.9% | +5.0% | +8.1% |
| 7D | +1.2% | -4.0% | +5.2% | +3.5% |
| 30D | -45.3% | +6.8% | -52.1% | -47.3% |
| 3M | -83.1% | -2.8% | -80.3% | -82.9% |
| 6M | -76.9% | +20.9% | -97.7% | -78.5% |
| YTD | -85.3% | +40.2% | -125.5% | -87.3% |
| 1Y | -89.8% | +34.1% | -123.9% | -91.0% |
| All | -99.9% | +82.3% | -182.2% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling