+1,213.1%
URI vs WAB
+282.9%
+930.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +3.9% | +4.0% |
| 7D | +2.6% | +3.1% | -0.5% | +0.2% |
| 30D | +9.1% | +6.4% | +2.6% | +3.6% |
| 3M | +1.0% | +2.2% | -1.2% | -1.0% |
| 6M | +23.3% | +13.7% | +9.6% | +10.3% |
| YTD | +43.3% | +43.0% | +0.3% | +6.6% |
| 1Y | +35.9% | +47.0% | -11.0% | -1.1% |
| 3Y | +158.6% | +174.4% | -15.7% | +12.2% |
| 5Y | +213.1% | +222.2% | -9.1% | +20.9% |
| 10Y | +1,213.1% | +276.9% | +936.2% | +278.4% |
| All | +1,213.1% | +282.9% | +930.2% | +278.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 10y: compounded portfolio wealth divided by compounded WAB 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…
10y analysis · Full analysis span regression · 6 months rolling