+44.9%
AMZN vs URI
+215.5%
-170.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.1% | -2.2% |
| 7D | -1.0% | +5.0% | -6.0% | -2.6% |
| 30D | -9.2% | -9.4% | +0.2% | -6.4% |
| 3M | +3.4% | -5.8% | +9.2% | +4.5% |
| 6M | +18.2% | +25.8% | -7.6% | +6.3% |
| YTD | +9.3% | +27.9% | -18.5% | -3.7% |
| 1Y | +5.9% | +9.7% | -3.8% | -1.1% |
| 3Y | +82.6% | +128.0% | -45.4% | +19.7% |
| 5Y | +44.9% | +212.4% | -167.5% | -26.2% |
| All | +44.9% | +215.5% | -170.6% | -26.2% |
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 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