+1,157.2%
URI vs WAT
+153.6%
+1,003.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +1.4% |
| 7D | +2.5% | -0.7% | +3.2% | +2.9% |
| 30D | -12.5% | -1.0% | -11.6% | -12.2% |
| 3M | -6.2% | +10.9% | -17.1% | -11.3% |
| 6M | +25.9% | +33.2% | -7.3% | +5.6% |
| YTD | +26.2% | +6.1% | +20.1% | +19.7% |
| 1Y | +5.5% | +30.2% | -24.7% | -11.5% |
| 3Y | +125.0% | +52.9% | +72.1% | +60.4% |
| 5Y | +210.4% | -5.1% | +215.6% | +191.8% |
| 10Y | +1,157.2% | +152.6% | +1,004.6% | +529.7% |
| All | +1,157.2% | +153.6% | +1,003.6% | +529.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded WAT 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling