+48.6%
AMZN vs URI
+166.6%
-117.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -0.7% |
| 7D | +7.9% | -9.8% | +17.7% | +11.3% |
| 30D | -0.2% | +1.7% | -2.0% | -1.2% |
| 3M | -4.8% | -9.1% | +4.3% | -2.5% |
| 6M | -5.7% | +9.9% | -15.6% | -10.4% |
| YTD | +12.3% | +31.2% | -18.9% | -2.7% |
| 1Y | +6.7% | +25.9% | -19.2% | -6.1% |
| 3Y | +85.6% | +147.4% | -61.8% | +15.3% |
| All | +48.6% | +166.6% | -117.9% | -22.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling