+1,218.8%
URI vs AMC
-98.6%
+1,317.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +8.3% | -1.4% | +6.5% |
| 7D | -4.0% | +6.6% | -10.6% | -4.3% |
| 30D | +6.8% | +14.1% | -7.3% | +6.2% |
| 3M | -2.8% | +31.3% | -34.1% | -4.1% |
| 6M | +20.9% | +126.7% | -105.8% | +15.5% |
| YTD | +40.2% | +117.9% | -77.7% | +33.9% |
| 1Y | +34.1% | +41.1% | -7.0% | +30.3% |
| 3Y | +164.1% | -61.0% | +225.1% | +163.8% |
| 5Y | +199.3% | -99.1% | +298.5% | +228.7% |
| 10Y | +1,218.8% | -98.7% | +1,317.5% | +1,191.7% |
| All | +1,218.8% | -98.6% | +1,317.4% | +1,191.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling