+50.9%
URI vs AMDL
+95.0%
-44.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +9.2% | -7.6% | +0.6% |
| 7D | -2.0% | +4.5% | -6.5% | -2.5% |
| 30D | -12.9% | -4.4% | -8.5% | -12.7% |
| 3M | -6.7% | -30.5% | +23.8% | -5.7% |
| 6M | +19.0% | +300.9% | -281.9% | -4.1% |
| YTD | +25.5% | +219.9% | -194.4% | +1.0% |
| 1Y | +5.5% | +374.7% | -369.2% | -23.3% |
| All | +50.9% | +95.0% | -44.1% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 3y: compounded portfolio wealth divided by compounded AMDL 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…
3y analysis · Full analysis span regression · 6 months rolling