+6,186.2%
URI vs IWD
+726.5%
+5,459.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +2.6% |
| 7D | -2.0% | -0.3% | -1.7% | -1.6% |
| 30D | -12.9% | +0.6% | -13.5% | -13.8% |
| 3M | -6.7% | +7.2% | -14.0% | -16.3% |
| 6M | +19.0% | +16.2% | +2.8% | -5.3% |
| YTD | +25.5% | +23.3% | +2.2% | -8.7% |
| 1Y | +5.5% | +29.6% | -24.0% | -28.8% |
| 3Y | +111.3% | +70.5% | +40.9% | -3.0% |
| 5Y | +198.6% | +73.5% | +125.1% | +38.3% |
| 10Y | +1,179.9% | +198.3% | +981.6% | +198.0% |
| All | +6,186.2% | +726.5% | +5,459.7% | +368.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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