+30.4%
URI vs AMRZ
-13.9%
+44.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.8% | -0.3% | -1.3% |
| 7D | -6.0% | +0.2% | -6.2% | -6.0% |
| 30D | +4.6% | +16.2% | -11.6% | -1.8% |
| 3M | -2.7% | -8.9% | +6.2% | +0.8% |
| 6M | +18.4% | -20.1% | +38.5% | +28.5% |
| YTD | +37.4% | -21.3% | +58.6% | +47.8% |
| 1Y | +30.4% | -12.6% | +43.0% | +33.8% |
| All | +30.4% | -13.9% | +44.2% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 1y: compounded portfolio wealth divided by compounded AMRZ 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…
1y analysis · Full analysis span regression · 6 months rolling