+1,441.7%
URI vs AMC
-97.4%
+1,539.1%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +7.3% | -11.7% | -4.7% |
| 7D | -4.3% | +17.7% | -22.1% | -5.1% |
| 30D | +4.6% | +26.2% | -21.6% | +3.4% |
| 3M | -2.1% | +31.3% | -33.5% | -3.6% |
| 6M | +21.9% | +142.8% | -120.8% | +15.5% |
| YTD | +39.7% | +125.6% | -85.9% | +32.4% |
| 1Y | +32.9% | +40.2% | -7.4% | +28.7% |
| 3Y | +155.8% | -67.2% | +223.0% | +157.4% |
| 5Y | +202.4% | -99.1% | +301.6% | +236.7% |
| 10Y | +1,517.7% | -98.5% | +1,616.3% | +1,599.1% |
| All | +1,441.7% | -97.4% | +1,539.1% | +1,145.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling