+120,739.0%
AMZN vs URI
+7,462.1%
+113,277.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -0.6% |
| 7D | +7.9% | -9.8% | +17.7% | +10.7% |
| 30D | -0.2% | +1.7% | -2.0% | -1.0% |
| 3M | -4.8% | -9.1% | +4.3% | -2.9% |
| 6M | -5.7% | +9.9% | -15.6% | -9.2% |
| YTD | +12.3% | +31.2% | -18.9% | +1.4% |
| 1Y | +6.7% | +25.9% | -19.2% | -2.7% |
| 3Y | +85.6% | +147.4% | -61.8% | +38.7% |
| 5Y | +47.4% | +179.7% | -132.4% | +5.0% |
| 10Y | +586.8% | +1,419.5% | -832.7% | +180.1% |
| All | +120,739.0% | +7,462.1% | +113,277.0% | +15,441.2% |
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 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