+7,802.5%
URI vs WAB
+2,848.9%
+4,953.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.3% |
| 7D | +9.3% | +7.9% | +1.4% | +4.6% |
| 30D | +7.6% | +4.9% | +2.7% | +4.6% |
| 3M | +1.0% | +1.8% | -0.7% | -0.1% |
| 6M | +19.8% | +12.0% | +7.9% | +11.8% |
| YTD | +41.9% | +41.3% | +0.6% | +15.8% |
| 1Y | +33.4% | +43.8% | -10.5% | +7.8% |
| 3Y | +156.0% | +171.1% | -15.0% | +43.7% |
| 5Y | +209.5% | +217.7% | -8.2% | +61.7% |
| 10Y | +1,199.8% | +272.3% | +927.4% | +510.0% |
| All | +7,802.5% | +2,848.9% | +4,953.7% | +1,443.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling