+7.1%
AMT vs URI
+36.3%
-29.2%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.2% | -4.2% | 0.0% |
| 7D | -2.4% | +2.6% | -5.0% | -2.3% |
| 30D | +4.2% | +9.1% | -4.9% | +4.2% |
| 3M | +13.4% | +1.0% | +12.4% | +13.3% |
| 6M | +9.4% | +23.3% | -14.0% | +8.5% |
| YTD | +11.7% | +43.3% | -31.6% | +7.6% |
| 1Y | +7.1% | +35.9% | -28.8% | +4.0% |
| All | +7.1% | +36.3% | -29.2% | +4.0% |
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