+50.4%
AMZN vs URI
+203.0%
-152.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.1% |
| 7D | +2.8% | +6.7% | -3.9% | +0.6% |
| 30D | +5.0% | +8.9% | -3.9% | +1.6% |
| 3M | +0.6% | +0.5% | 0.0% | -0.4% |
| 6M | -1.3% | +20.7% | -21.9% | -9.1% |
| YTD | +15.5% | +40.0% | -24.5% | -2.1% |
| 1Y | +12.2% | +34.4% | -22.2% | -3.3% |
| 3Y | +87.0% | +149.5% | -62.5% | +17.0% |
| All | +50.4% | +203.0% | -152.6% | -24.1% |
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