+5,208.8%
URI vs AMP
+2,123.7%
+3,085.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +2.1% |
| 7D | -2.0% | +0.2% | -2.2% | -2.1% |
| 30D | -12.9% | -0.1% | -12.9% | -13.0% |
| 3M | -6.7% | +23.6% | -30.3% | -19.3% |
| 6M | +19.0% | +20.4% | -1.4% | +4.0% |
| YTD | +25.5% | +15.4% | +10.1% | +11.6% |
| 1Y | +5.5% | +11.0% | -5.4% | -4.2% |
| 3Y | +111.3% | +70.5% | +40.8% | +45.5% |
| 5Y | +198.6% | +121.4% | +77.2% | +75.3% |
| 10Y | +1,179.9% | +575.6% | +604.3% | +271.0% |
| All | +5,208.8% | +2,123.7% | +3,085.0% | +526.2% |
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 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