+176.6%
URI vs AMC
-99.3%
+275.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -12.5% | +5.4% | -6.2% |
| 7D | -12.9% | 0.0% | -12.9% | -13.0% |
| 30D | -3.4% | +4.4% | -7.8% | -3.8% |
| 3M | -10.0% | +15.4% | -25.4% | -11.3% |
| 6M | +12.2% | +93.7% | -81.5% | +4.2% |
| YTD | +29.8% | +97.4% | -67.7% | +19.7% |
| 1Y | +24.6% | +23.2% | +1.4% | +19.2% |
| 3Y | +137.6% | -71.3% | +208.9% | +146.7% |
| 5Y | +176.6% | -99.3% | +275.9% | +273.5% |
| All | +176.6% | -99.3% | +275.9% | +273.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling