+641.7%
AMZN vs URI
+1,173.3%
-531.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | 0.0% |
| 7D | +2.8% | +6.7% | -3.9% | +1.1% |
| 30D | +5.0% | +8.9% | -3.9% | +2.3% |
| 3M | +0.6% | +0.5% | 0.0% | -0.2% |
| 6M | -1.3% | +20.7% | -21.9% | -7.3% |
| YTD | +15.5% | +40.0% | -24.5% | +2.3% |
| 1Y | +12.2% | +34.4% | -22.2% | +0.5% |
| 3Y | +87.0% | +149.5% | -62.5% | +38.3% |
| 5Y | +51.3% | +205.6% | -154.3% | +2.9% |
| All | +641.7% | +1,173.3% | -531.7% | +270.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling