+9.5%
AMZN vs URI
+34.6%
-25.0%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.5% |
| 7D | +2.8% | +9.3% | -6.5% | +2.5% |
| 30D | +3.4% | +7.6% | -4.2% | +3.1% |
| 3M | +0.1% | +1.0% | -1.0% | -0.1% |
| 6M | +0.6% | +19.8% | -19.2% | -0.5% |
| YTD | +15.9% | +41.9% | -26.0% | +9.2% |
| 1Y | +9.5% | +33.4% | -23.9% | +6.2% |
| All | +9.5% | +34.6% | -25.0% | +6.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling