+18.2%
AMP vs URA
-32.2%
+50.4%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.1% | +5.5% | +4.6% |
| 7D | +7.7% | -10.5% | +18.2% | +8.8% |
| 30D | +6.6% | -18.6% | +25.2% | +8.7% |
| 3M | -4.7% | -23.0% | +18.3% | -2.4% |
| 6M | +12.9% | -40.3% | +53.2% | +19.1% |
| YTD | +8.6% | -23.5% | +32.1% | +7.3% |
| 1Y | +18.2% | -31.1% | +49.3% | +19.5% |
| All | +18.2% | -32.2% | +50.4% | +19.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling