+5,708.6%
URI vs AMP
+1,969.7%
+3,738.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.3% |
| 7D | -6.0% | +3.3% | -9.3% | -8.0% |
| 30D | +4.6% | +4.2% | +0.4% | +1.7% |
| 3M | -2.7% | -6.4% | +3.7% | +1.0% |
| 6M | +18.4% | +12.4% | +6.0% | +8.1% |
| YTD | +37.4% | +7.4% | +29.9% | +27.2% |
| 1Y | +30.4% | +14.7% | +15.7% | +15.7% |
| 3Y | +147.9% | +60.8% | +87.1% | +75.9% |
| 5Y | +202.1% | +83.4% | +118.6% | +98.8% |
| 10Y | +1,182.4% | +473.5% | +708.9% | +308.6% |
| All | +5,708.6% | +1,969.7% | +3,738.9% | +614.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling