+2,576.7%
URI vs AMCR
+106.4%
+2,470.3%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | -2.0% | -1.9% | -0.1% | -1.2% |
| 30D | -12.9% | -4.1% | -8.9% | -11.4% |
| 3M | -6.7% | +21.7% | -28.4% | -15.5% |
| 6M | +19.0% | +1.5% | +17.5% | +16.7% |
| YTD | +25.5% | +13.1% | +12.4% | +16.5% |
| 1Y | +5.5% | +16.5% | -11.0% | -3.7% |
| 3Y | +111.3% | +10.3% | +101.1% | +95.2% |
| 5Y | +198.6% | -7.7% | +206.2% | +201.0% |
| 10Y | +1,179.9% | +24.6% | +1,155.3% | +994.6% |
| All | +2,576.7% | +106.4% | +2,470.3% | +1,962.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded AMCR 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling