+84.4%
AMZN vs URA
+41.0%
+43.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.4% | -4.7% | -1.3% |
| 7D | +7.9% | -4.1% | +12.0% | +8.8% |
| 30D | -0.2% | -19.0% | +18.8% | +4.3% |
| 3M | -4.8% | -25.1% | +20.4% | +0.8% |
| 6M | -5.7% | -44.5% | +38.8% | +6.0% |
| YTD | +12.3% | -24.3% | +36.7% | +15.7% |
| 1Y | +6.7% | -28.1% | +34.8% | +10.9% |
| All | +84.4% | +41.0% | +43.4% | +48.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling