+1,218.8%
URI vs WAT
+232.2%
+986.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +4.2% | +2.7% | +4.7% |
| 7D | -4.0% | +6.0% | -10.1% | -6.9% |
| 30D | +6.8% | +9.9% | -3.1% | +1.7% |
| 3M | -2.8% | +17.2% | -20.0% | -10.9% |
| 6M | +20.9% | +34.2% | -13.4% | +2.6% |
| YTD | +40.2% | +25.5% | +14.7% | +21.4% |
| 1Y | +34.1% | +28.3% | +5.8% | +14.5% |
| 3Y | +164.1% | +88.4% | +75.8% | +67.3% |
| 5Y | +199.3% | +36.1% | +163.2% | +126.3% |
| 10Y | +1,218.8% | +234.8% | +984.0% | +505.7% |
| All | +1,218.8% | +232.2% | +986.6% | +505.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling