+2,927.6%
AMZN vs URA
-31.1%
+2,958.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -0.9% | -0.4% |
| 7D | -3.0% | +1.1% | -4.0% | -3.3% |
| 30D | -5.2% | +7.4% | -12.6% | -7.4% |
| 3M | +1.9% | -8.4% | +10.3% | +3.6% |
| 6M | +19.2% | -12.7% | +31.9% | +21.8% |
| YTD | +12.0% | +7.8% | +4.2% | +6.4% |
| 1Y | +9.7% | +19.5% | -9.8% | -0.5% |
| 3Y | +87.2% | +116.4% | -29.3% | +36.6% |
| 5Y | +48.7% | +134.3% | -85.6% | +2.6% |
| 10Y | +569.3% | +359.3% | +210.1% | +255.5% |
| All | +2,927.6% | -31.1% | +2,958.7% | +2,387.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling