+1,253.7%
URI vs AMP
+576.7%
+677.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +1.0% |
| 7D | +2.5% | +2.6% | -0.1% | +0.5% |
| 30D | -12.5% | +0.8% | -13.4% | -13.2% |
| 3M | -6.2% | +24.3% | -30.5% | -21.3% |
| 6M | +25.9% | +20.6% | +5.3% | +7.2% |
| YTD | +26.2% | +14.6% | +11.6% | +10.2% |
| 1Y | +5.5% | +14.5% | -9.1% | -8.3% |
| 3Y | +125.0% | +67.9% | +57.0% | +43.6% |
| 5Y | +210.4% | +122.5% | +87.9% | +59.3% |
| All | +1,253.7% | +576.7% | +677.0% | +172.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 10y: compounded portfolio wealth divided by compounded AMP 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…
10y analysis · Full analysis span regression · 6 months rolling