+120.5%
URI vs AMC
-79.6%
+200.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.3% | -2.7% | +1.4% |
| 7D | -2.0% | +2.3% | -4.3% | -2.1% |
| 30D | -12.9% | -0.7% | -12.2% | -13.0% |
| 3M | -6.7% | +35.2% | -41.9% | -8.9% |
| 6M | +19.0% | +124.6% | -105.6% | +11.9% |
| YTD | +25.5% | +69.9% | -44.3% | +19.9% |
| 1Y | +5.5% | -2.6% | +8.1% | +3.4% |
| All | +120.5% | -79.6% | +200.2% | +126.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling