+1,218.8%
URI vs WAB
+305.5%
+913.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +5.1% | +1.7% | +2.8% |
| 7D | -4.0% | +4.0% | -8.0% | -6.8% |
| 30D | +6.8% | +4.5% | +2.3% | +3.0% |
| 3M | -2.8% | +2.3% | -5.1% | -4.8% |
| 6M | +20.9% | +12.5% | +8.4% | +9.0% |
| YTD | +40.2% | +40.2% | +0.1% | +6.0% |
| 1Y | +34.1% | +45.2% | -11.1% | -1.5% |
| 3Y | +164.1% | +171.8% | -7.7% | +15.6% |
| 5Y | +199.3% | +217.6% | -18.3% | +17.1% |
| 10Y | +1,218.8% | +285.3% | +933.5% | +273.6% |
| All | +1,218.8% | +305.5% | +913.4% | +273.6% |
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