+2,950.3%
URI vs AMCR
+103.0%
+2,847.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.8% | +5.9% | +5.0% |
| 7D | +2.4% | -8.5% | +10.9% | +6.7% |
| 30D | +8.9% | +6.8% | +2.1% | +5.4% |
| 3M | +0.8% | -5.0% | +5.8% | +2.8% |
| 6M | +23.1% | +13.9% | +9.3% | +14.5% |
| YTD | +43.1% | +11.2% | +31.8% | +33.4% |
| 1Y | +35.7% | +11.3% | +24.4% | +26.4% |
| 3Y | +158.2% | +15.4% | +142.8% | +132.6% |
| 5Y | +212.6% | -7.7% | +220.3% | +214.7% |
| 10Y | +1,210.8% | +20.2% | +1,190.5% | +1,026.2% |
| All | +2,950.3% | +103.0% | +2,847.4% | +2,262.9% |
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