+1,151.9%
URI vs AMC
-98.8%
+1,250.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.9% |
| 7D | +9.3% | +8.4% | +0.9% | +9.0% |
| 30D | +7.6% | +9.2% | -1.6% | +7.2% |
| 3M | +1.0% | +32.0% | -31.0% | -0.3% |
| 6M | +19.8% | +149.3% | -129.4% | +14.1% |
| YTD | +41.9% | +114.1% | -72.2% | +35.6% |
| 1Y | +33.4% | +35.8% | -2.4% | +29.9% |
| 3Y | +156.0% | -58.3% | +214.3% | +155.1% |
| 5Y | +209.5% | -99.2% | +308.7% | +240.1% |
| All | +1,151.9% | -98.8% | +1,250.6% | +1,117.7% |
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