+629.7%
AMZN vs URA
+289.1%
+340.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.5% | +2.0% | +3.8% |
| 7D | +8.0% | +0.3% | +7.7% | +7.9% |
| 30D | +3.2% | -14.8% | +18.0% | +7.8% |
| 3M | -2.6% | -25.3% | +22.7% | +5.0% |
| 6M | -0.7% | -39.9% | +39.3% | +13.0% |
| YTD | +17.4% | -22.4% | +39.8% | +21.7% |
| 1Y | +9.0% | -29.0% | +38.0% | +15.6% |
| 3Y | +88.7% | +41.0% | +47.7% | +53.8% |
| 5Y | +55.6% | +38.3% | +17.3% | +22.5% |
| 10Y | +629.7% | +276.1% | +353.7% | +281.4% |
| All | +629.7% | +289.1% | +340.7% | +281.4% |
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