+555.5%
AMZN vs URA
+371.9%
+183.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.1% | -3.7% | -1.5% |
| 7D | +0.8% | +8.1% | -7.3% | -1.4% |
| 30D | -6.4% | +5.8% | -12.1% | -8.1% |
| 3M | +4.8% | +3.4% | +1.4% | +3.1% |
| 6M | +20.5% | -2.6% | +23.1% | +19.4% |
| YTD | +11.3% | +11.2% | +0.2% | +4.8% |
| 1Y | +9.0% | +19.8% | -10.9% | -1.4% |
| 3Y | +85.9% | +121.5% | -35.6% | +33.4% |
| 5Y | +45.8% | +134.5% | -88.7% | -0.7% |
| 10Y | +555.5% | +376.7% | +178.8% | +263.2% |
| All | +555.5% | +371.9% | +183.6% | +263.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling