+1,135.8%
URI vs AMC
-98.8%
+1,234.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.7% | +1.4% | -1.2% |
| 7D | +6.7% | +3.5% | +3.2% | +6.6% |
| 30D | +8.9% | +12.5% | -3.6% | +8.3% |
| 3M | +0.5% | +23.6% | -23.0% | -0.5% |
| 6M | +20.7% | +144.4% | -123.7% | +15.0% |
| YTD | +40.0% | +108.3% | -68.3% | +34.0% |
| 1Y | +34.4% | +38.9% | -4.5% | +30.7% |
| 3Y | +149.5% | -58.9% | +208.3% | +148.7% |
| 5Y | +205.6% | -99.2% | +304.8% | +236.2% |
| All | +1,135.8% | -98.8% | +1,234.6% | +1,103.5% |
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