+120,370.9%
AMZN vs URI
+7,134.6%
+113,236.3%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.6% |
| 7D | -3.0% | -2.0% | -1.0% | -2.5% |
| 30D | -5.2% | -12.9% | +7.8% | -1.8% |
| 3M | +1.9% | -6.7% | +8.6% | +3.1% |
| 6M | +19.2% | +19.0% | +0.2% | +11.8% |
| YTD | +12.0% | +25.5% | -13.5% | +2.7% |
| 1Y | +9.7% | +5.5% | +4.1% | +5.1% |
| 3Y | +87.2% | +111.3% | -24.1% | +46.2% |
| 5Y | +48.7% | +198.6% | -149.9% | +4.4% |
| 10Y | +569.3% | +1,179.9% | -610.6% | +186.1% |
| All | +120,370.9% | +7,134.6% | +113,236.3% | +15,644.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling