+108.0%
URA vs WTW
+42.3%
+65.6%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.5% | -4.1% |
| 7D | -1.5% | -7.8% | +6.3% | +0.1% |
| 30D | -0.4% | -7.9% | +7.5% | +1.2% |
| 3M | +6.3% | +19.9% | -13.7% | +1.7% |
| 6M | -14.0% | +9.8% | -23.8% | -16.3% |
| YTD | +5.3% | -3.3% | +8.7% | +6.3% |
| 1Y | +11.7% | -3.3% | +15.0% | +12.3% |
| 3Y | +109.8% | +61.5% | +48.3% | +53.9% |
| 5Y | +108.0% | +42.6% | +65.4% | +52.2% |
| All | +108.0% | +42.3% | +65.6% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 5y: compounded portfolio wealth divided by compounded WTW 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…
5y analysis · Full analysis span regression · 6 months rolling