-16.6%
AMRZ vs URA
-29.3%
+12.7%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.8% | +0.5% |
| 7D | -2.1% | -1.5% | -0.5% | -1.8% |
| 30D | +13.0% | -10.4% | +23.4% | +15.5% |
| 3M | -12.1% | -29.6% | +17.5% | -5.1% |
| 6M | -19.1% | -40.3% | +21.1% | -9.7% |
| YTD | -23.3% | -25.5% | +2.2% | -19.9% |
| 1Y | -16.6% | -26.4% | +9.8% | -13.0% |
| All | -16.6% | -29.3% | +12.7% | -13.0% |
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