+2,576.7%
URI vs AMCR
+100.2%
+2,476.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +13.0% | -7.4% | -2.3% |
| 3Y | +111.3% | +6.9% | +104.4% | +98.1% |
| 5Y | +198.6% | -10.5% | +209.0% | +205.5% |
| 10Y | +1,179.9% | +20.9% | +1,159.0% | +1,010.9% |
| All | +2,576.7% | +100.2% | +2,476.5% | +1,993.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling